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 | $42,540 | $48,053-11.5% | $84,623-49.7% | $72,983-41.7% |
| Participation rate | 25.5% | 57.6%-32.1pp | 68.2%-42.7pp | 69.5%-44.0pp |
| Annual return | 18.56% | 37.39%-18.8pp | 258.77%-240.2pp | 81.01%-62.4pp |
| Employer contribution / active EE | $1,050 | $1,602-34.4% | $2,652-60.4% | $2,440-57.0% |
| Participant deferral / active EE | $5,106 | $2,681+90.5% | $3,899+30.9% | $3,608+41.5% |
| Admin fee / account holder | $5,423 | $3,395+59.7% | $4,913+10.4% | $5,124+5.8% |