Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,782 | $87,166-45.2% | $76,735-37.7% | $137,256-65.2% |
| Participation rate | 38.1% | 74.4%-36.3pp | 69.5%-31.4pp | 80.0%-41.9pp |
| Annual return | 15.13% | 26.50%-11.4pp | 29.77%-14.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $958 | $2,904-67.0% | $2,454-61.0% | $4,156-77.0% |
| Participant deferral / active EE | $1,857 | $4,726-60.7% | $4,088-54.6% | $6,407-71.0% |
| Admin fee / account holder | $2,939 | $8,403-65.0% | $7,189-59.1% | $12,270-76.0% |