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 | $44,121 | $70,418-37.3% | $96,570-54.3% | $85,847-48.6% |
| Participation rate | 32.1% | 61.8%-29.7pp | 69.8%-37.7pp | 69.3%-37.2pp |
| Annual return | 20.09% | 18.59%+1.5pp | 37.79%-17.7pp | 318.61%-298.5pp |
| Employer contribution / active EE | $1,307 | $1,413-7.5% | $2,357-44.6% | $2,565-49.1% |
| Participant deferral / active EE | $2,310 | $2,894-20.2% | $3,849-40.0% | $3,952-41.5% |
| Admin fee / account holder | $1,324 | $4,995-73.5% | $6,182-78.6% | $6,261-78.9% |