Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,679 | $57,140-14.8% | $85,240-42.9% | $80,959-39.9% |
| Participation rate | 53.5% | 56.4%-2.9pp | 67.5%-14.0pp | 67.7%-14.2pp |
| Annual return | 10.56% | 21.71%-11.1pp | 66.75%-56.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,518 | $1,802-15.8% | $2,735-44.5% | $2,757-44.9% |
| Participant deferral / active EE | $2,768 | $3,115-11.1% | $4,527-38.9% | $4,300-35.6% |
| Admin fee / account holder | $1,538 | $4,992-69.2% | $6,165-75.1% | $6,925-77.8% |