Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,483 | $106,749-63.0% | $145,433-72.9% | $82,448-52.1% |
| Participation rate | 49.2% | 75.6%-26.4pp | 82.1%-32.9pp | 68.1%-18.9pp |
| Annual return | 18.80% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,626 | $3,444-23.8% | $4,554-42.3% | $2,551+2.9% |
| Participant deferral / active EE | $5,228 | $6,519-19.8% | $7,897-33.8% | $4,139+26.3% |
| Admin fee / account holder | $3,453 | $8,390-58.8% | $13,129-73.7% | $7,234-52.3% |