Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,326 | $106,749-53.8% | $145,433-66.1% | $82,448-40.2% |
| Participation rate | 44.8% | 75.6%-30.9pp | 82.1%-37.3pp | 68.1%-23.3pp |
| Annual return | 15.36% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,657 | $3,444-51.9% | $4,554-63.6% | $2,551-35.1% |
| Participant deferral / active EE | $3,857 | $6,519-40.8% | $7,897-51.2% | $4,139-6.8% |
| Admin fee / account holder | $9,232 | $8,390+10.0% | $13,129-29.7% | $7,234+27.6% |