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 | $80,763-44.6% | $102,412-56.3% | $74,459-39.9% |
| Participation rate | 39.2% | 65.7%-26.5pp | 74.5%-35.3pp | 67.2%-28.0pp |
| Annual return | 23.72% | 27.57%-3.8pp | 24.94%-1.2pp | 1369.70%-1346.0pp |
| Employer contribution / active EE | $1,932 | $3,160-38.9% | $3,870-50.1% | $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 | $2,371+2.1% | $8,388-71.1% | $1,945+24.5% |