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 | $45,752 | $91,559-50.0% | $133,971-65.8% | $79,852-42.7% |
| Participation rate | 58.5% | 73.3%-14.8pp | 79.8%-21.3pp | 69.6%-11.1pp |
| Annual return | 18.23% | 61.85%-43.6pp | 45.09%-26.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $2,032 | $2,384-14.8% | $3,919-48.2% | $2,471-17.8% |
| Participant deferral / active EE | $3,088 | $3,734-17.3% | $5,047-38.8% | $3,740-17.4% |
| Admin fee / account holder | $1,703 | $6,321-73.1% | $8,929-80.9% | $5,306-67.9% |