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 | $42,888 | $94,031-54.4% | $115,768-63.0% | $82,448-48.0% |
| Participation rate | 38.8% | 70.4%-31.6pp | 74.4%-35.6pp | 68.1%-29.3pp |
| Annual return | 14.26% | 20.61%-6.3pp | 100.46%-86.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,046 | $2,323-55.0% | $2,940-64.4% | $2,551-59.0% |
| Participant deferral / active EE | $4,122 | $3,972+3.8% | $4,917-16.2% | $4,139-0.4% |
| Admin fee / account holder | $4,101 | $10,249-60.0% | $12,439-67.0% | $7,234-43.3% |