Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,928 | $80,731-51.8% | $103,378-62.3% | $74,400-47.7% |
| Participation rate | 40.4% | 65.7%-25.2pp | 74.5%-34.1pp | 67.2%-26.8pp |
| Annual return | 11.31% | 27.56%-16.2pp | 24.91%-13.6pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $1,759 | $3,159-44.3% | $3,870-54.5% | $2,624-33.0% |
| Participant deferral / active EE | $3,062 | $3,862-20.7% | $5,058-39.5% | $4,348-29.6% |
| Admin fee / account holder | $2,056 | $2,369-13.2% | $8,401-75.5% | $1,944+5.8% |