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 | $48,338 | $71,208-32.1% | $93,681-48.4% | $80,911-40.3% |
| Participation rate | 28.1% | 60.4%-32.3pp | 68.7%-40.7pp | 67.6%-39.6pp |
| Annual return | 15.44% | 11.27%+4.2pp | 133.47%-118.0pp | 35.63%-20.2pp |
| Employer contribution / active EE | $432 | $1,564-72.4% | $2,422-82.2% | $2,756-84.3% |
| Participant deferral / active EE | $2,747 | $4,035-31.9% | $4,415-37.8% | $4,297-36.1% |
| Admin fee / account holder | $7,087 | $6,951+2.0% | $8,290-14.5% | $6,935+2.2% |