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 | $47,778 | $110,137-56.6% | $161,149-70.4% | $82,637-42.2% |
| Participation rate | 36.0% | 72.4%-36.4pp | 78.8%-42.8pp | 68.1%-32.1pp |
| Annual return | 17.28% | 20.69%-3.4pp | 21.16%-3.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,874 | $2,856-34.4% | $4,360-57.0% | $2,552-26.6% |
| Participant deferral / active EE | $2,735 | $4,575-40.2% | $6,153-55.5% | $4,126-33.7% |
| Admin fee / account holder | $1,227 | $9,467-87.0% | $15,194-91.9% | $7,339-83.3% |