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 | $51,118 | $81,457-37.2% | $103,378-50.6% | $80,911-36.8% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.6%-19.5pp |
| Annual return | 15.54% | 25.58%-10.0pp | 24.91%-9.4pp | 35.63%-20.1pp |
| Employer contribution / active EE | $2,145 | $3,107-31.0% | $3,870-44.6% | $2,756-22.2% |
| Participant deferral / active EE | $4,800 | $3,871+24.0% | $5,058-5.1% | $4,297+11.7% |
| Admin fee / account holder | $13,091 | $6,717+94.9% | $8,401+55.8% | $6,935+88.8% |