Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,040 | $36,948+32.7% | $73,658-33.4% | $87,485-43.9% |
| Participation rate | 56.0% | 46.8%+9.2pp | 57.0%-1.0pp | 68.9%-12.9pp |
| Annual return | 17.56% | 28.64%-11.1pp | 29.72%-12.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $897 | $670+33.9% | $1,032-13.1% | $2,596-65.5% |
| Participant deferral / active EE | $3,891 | $1,379+182.1% | $2,062+88.7% | $4,274-9.0% |
| Admin fee / account holder | $641 | $2,531-74.7% | $3,357-80.9% | $7,775-91.8% |