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 | $46,631 | $115,225-59.5% | $100,712-53.7% | $138,895-66.4% |
| Participation rate | 47.4% | 74.3%-27.0pp | 69.3%-21.9pp | 79.9%-32.6pp |
| Annual return | 17.64% | 40.35%-22.7pp | 33.27%-15.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $647 | $2,771-76.7% | $2,313-72.0% | $4,194-84.6% |
| Participant deferral / active EE | $3,300 | $4,699-29.8% | $4,085-19.2% | $6,396-48.4% |
| Admin fee / account holder | $301 | $10,844-97.2% | $9,256-96.7% | $12,562-97.6% |