Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,942 | $48,327-0.8% | $67,575-29.1% | $80,935-40.8% |
| Participation rate | 56.3% | 66.4%-10.1pp | 72.9%-16.6pp | 67.7%-11.3pp |
| Annual return | 14.29% | 18.31%-4.0pp | 3528.98%-3514.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,644 | $2,022-18.7% | $2,736-39.9% | $2,757-40.4% |
| Participant deferral / active EE | $4,586 | $2,927+56.6% | $4,003+14.5% | $4,299+6.7% |
| Admin fee / account holder | $681 | $3,692-81.6% | $3,993-82.9% | $6,924-90.2% |