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 | $41,216 | $77,908-47.1% | $149,696-72.5% | $75,173-45.2% |
| Participation rate | 51.4% | 65.6%-14.2pp | 78.8%-27.4pp | 67.2%-15.9pp |
| Annual return | 30.35% | 31.73%-1.4pp | 134.46%-104.1pp | 160.72%-130.4pp |
| Employer contribution / active EE | $1,705 | $3,138-45.7% | $4,821-64.6% | $2,671-36.2% |
| Participant deferral / active EE | $3,480 | $3,411+2.0% | $5,682-38.8% | $4,126-15.7% |
| Admin fee / account holder | $1,134 | $5,950-80.9% | $13,212-91.4% | $5,651-79.9% |