Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,544 | $77,472-46.4% | $100,415-58.6% | $80,959-48.7% |
| Participation rate | 55.0% | 76.9%-21.9pp | 81.5%-26.5pp | 67.7%-12.7pp |
| Annual return | 14.86% | 37.26%-22.4pp | 49.47%-34.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,676 | $6,818-2.1% | $8,091-17.5% | $4,300+55.2% |
| Admin fee / account holder | $8,214 | $5,885+39.6% | $7,906+3.9% | $6,925+18.6% |