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 | $48,324 | $55,889-13.5% | $76,119-36.5% | $80,935-40.3% |
| Participation rate | 34.6% | 62.1%-27.5pp | 69.1%-34.5pp | 67.7%-33.0pp |
| Annual return | 13.17% | 20.58%-7.4pp | 361.25%-348.1pp | 35.66%-22.5pp |
| Employer contribution / active EE | $861 | $1,866-53.9% | $2,693-68.0% | $2,757-68.8% |
| Participant deferral / active EE | $1,523 | $3,051-50.1% | $4,259-64.2% | $4,299-64.6% |
| Admin fee / account holder | $4,663 | $5,241-11.0% | $6,421-27.4% | $6,924-32.7% |