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 | $38,706 | $106,749-63.7% | $145,433-73.4% | $82,448-53.1% |
| Participation rate | 48.3% | 75.6%-27.3pp | 82.1%-33.8pp | 68.1%-19.7pp |
| Annual return | 16.54% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,656 | $3,444-51.9% | $4,554-63.6% | $2,551-35.1% |
| Participant deferral / active EE | $3,297 | $6,519-49.4% | $7,897-58.3% | $4,139-20.4% |
| Admin fee / account holder | $4,622 | $8,390-44.9% | $13,129-64.8% | $7,234-36.1% |