Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,740 | $77,788-39.9% | $119,126-60.8% | $64,728-27.8% |
| Participation rate | 37.0% | 69.4%-32.4pp | 75.8%-38.7pp | 57.9%-20.9pp |
| Annual return | 18.01% | 13.19%+4.8pp | 282.11%-264.1pp | 49.38%-31.4pp |
| Employer contribution / active EE | $1,451 | $4,031-64.0% | $4,034-64.0% | $2,243-35.3% |
| Participant deferral / active EE | $2,492 | $2,599-4.1% | $5,318-53.1% | $2,729-8.7% |
| Admin fee / account holder | $1,321 | $1,365-3.2% | $10,693-87.6% | $1,145+15.4% |