Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,255 | $81,358-51.8% | $155,556-74.8% | $80,959-51.5% |
| Participation rate | 56.5% | 66.3%-9.7pp | 78.2%-21.7pp | 67.7%-11.1pp |
| Annual return | 13.15% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,754 | $3,106-43.5% | $4,675-62.5% | $2,757-36.4% |
| Participant deferral / active EE | $3,526 | $3,455+2.0% | $5,631-37.4% | $4,300-18.0% |
| Admin fee / account holder | $4,705 | $7,994-41.1% | $15,885-70.4% | $6,925-32.1% |