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 | $46,859 | $172,111-72.8% | $150,298-68.8% | $137,256-65.9% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 17.29% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,004 | $4,636-78.3% | $4,154-75.8% | $4,156-75.8% |
| Participant deferral / active EE | $7,294 | $6,166+18.3% | $5,453+33.8% | $6,407+13.9% |
| Admin fee / account holder | $2,153 | $16,471-86.9% | $14,116-84.7% | $12,270-82.5% |