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 | $30,532 | $81,446-62.5% | $103,374-70.5% | $80,874-62.2% |
| Participation rate | 47.1% | 66.9%-19.8pp | 74.5%-27.5pp | 67.6%-20.6pp |
| Annual return | 17.44% | 25.57%-8.1pp | 24.89%-7.5pp | 35.62%-18.2pp |
| Employer contribution / active EE | $1,776 | $3,107-42.8% | $3,869-54.1% | $2,756-35.6% |
| Participant deferral / active EE | $2,995 | $3,870-22.6% | $5,058-40.8% | $4,297-30.3% |
| Admin fee / account holder | $1,509 | $6,715-77.5% | $8,394-82.0% | $6,935-78.2% |