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 | $48,028 | $88,672-45.8% | $105,223-54.4% | $82,448-41.7% |
| Participation rate | 68.8% | 67.9%+0.8pp | 75.0%-6.3pp | 68.1%+0.7pp |
| Annual return | 17.66% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,455 | $3,048-19.4% | $3,689-33.4% | $2,551-3.7% |
| Participant deferral / active EE | $4,220 | $4,036+4.6% | $5,072-16.8% | $4,139+1.9% |
| Admin fee / account holder | $3,904 | $7,146-45.4% | $8,859-55.9% | $7,234-46.0% |