Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,122 | $55,902-15.7% | $76,030-38.0% | $80,959-41.8% |
| Participation rate | 42.7% | 62.1%-19.4pp | 69.1%-26.4pp | 67.7%-25.0pp |
| Annual return | 10.96% | 20.59%-9.6pp | 361.54%-350.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,045 | $1,867+9.6% | $2,688-23.9% | $2,757-25.8% |
| Participant deferral / active EE | $4,555 | $3,051+49.3% | $4,257+7.0% | $4,300+5.9% |
| Admin fee / account holder | $549 | $5,239-89.5% | $6,421-91.4% | $6,925-92.1% |