Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,610 | $112,729-90.6% | $98,716-89.3% | $137,256-92.3% |
| Participation rate | 47.1% | 74.2%-27.2pp | 69.3%-22.2pp | 80.0%-32.9pp |
| Annual return | 15.40% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,175 | $2,725-56.9% | $2,279-48.4% | $4,156-71.7% |
| Participant deferral / active EE | $2,608 | $4,640-43.8% | $4,048-35.6% | $6,407-59.3% |
| Admin fee / account holder | $509 | $10,129-95.0% | $8,703-94.2% | $12,270-95.9% |