Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,254 | $106,749-55.7% | $145,433-67.5% | $82,448-42.7% |
| Participation rate | 54.2% | 75.6%-21.5pp | 82.1%-28.0pp | 68.1%-13.9pp |
| Annual return | 18.24% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,887 | $3,444-45.2% | $4,554-58.6% | $2,551-26.0% |
| Participant deferral / active EE | $4,367 | $6,519-33.0% | $7,897-44.7% | $4,139+5.5% |
| Admin fee / account holder | $5,072 | $8,390-39.6% | $13,129-61.4% | $7,234-29.9% |