Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,750 | $72,027-26.8% | $185,861-71.6% | $79,856-33.9% |
| Participation rate | 54.2% | 65.8%-11.6pp | 78.0%-23.8pp | 69.6%-15.4pp |
| Annual return | 13.89% | 23.13%-9.2pp | 35.96%-22.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,070 | $1,965+56.2% | $4,088-24.9% | $2,471+24.2% |
| Participant deferral / active EE | $7,440 | $3,780+96.8% | $5,634+32.1% | $3,741+98.9% |
| Admin fee / account holder | $8,440 | $4,513+87.0% | $9,503-11.2% | $5,306+59.1% |