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 | $46,948 | $185,312-74.7% | $161,489-70.9% | $154,746-69.7% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 19.29% | 103.84%-84.6pp | 89.72%-70.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,779 | $4,769-62.7% | $4,268-58.3% | $4,379-59.4% |
| Participant deferral / active EE | $4,444 | $6,350-30.0% | $5,630-21.1% | $6,730-34.0% |
| Admin fee / account holder | $3,208 | $18,654-82.8% | $16,006-80.0% | $14,365-77.7% |