Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,769 | $51,638-13.3% | $129,406-65.4% | $80,959-44.7% |
| Participation rate | 31.0% | 56.9%-26.0pp | 69.6%-38.7pp | 67.7%-36.7pp |
| Annual return | 14.95% | 20.78%-5.8pp | 9468.18%-9453.2pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,506 | $1,584-4.9% | $4,155-63.8% | $2,757-45.4% |
| Participant deferral / active EE | $2,173 | $2,670-18.6% | $4,167-47.8% | $4,300-49.5% |
| Admin fee / account holder | $1,806 | $4,313-58.1% | $7,689-76.5% | $6,925-73.9% |