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 | $47,927 | $81,358-41.1% | $155,556-69.2% | $80,959-40.8% |
| Participation rate | 40.5% | 66.3%-25.7pp | 78.2%-37.7pp | 67.7%-27.1pp |
| Annual return | 15.73% | 33.39%-17.7pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $3,066 | $3,106-1.3% | $4,675-34.4% | $2,757+11.2% |
| Participant deferral / active EE | $5,011 | $3,455+45.0% | $5,631-11.0% | $4,300+16.5% |
| Admin fee / account holder | $2,111 | $7,994-73.6% | $15,885-86.7% | $6,925-69.5% |