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 | $44,714 | $80,781-44.6% | $102,437-56.3% | $74,478-40.0% |
| Participation rate | 39.2% | 65.7%-26.4pp | 74.5%-35.3pp | 67.2%-28.0pp |
| Annual return | 23.72% | 27.58%-3.9pp | 24.95%-1.2pp | 1370.56%-1346.8pp |
| Employer contribution / active EE | $1,932 | $3,160-38.9% | $3,871-50.1% | $2,626-26.4% |
| Participant deferral / active EE | $3,810 | $3,862-1.3% | $5,060-24.7% | $4,350-12.4% |
| Admin fee / account holder | $2,421 | $2,372+2.1% | $8,388-71.1% | $1,946+24.4% |