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 | $38,721 | $81,276-52.4% | $155,574-75.1% | $80,925-52.2% |
| Participation rate | 23.6% | 66.2%-42.6pp | 78.2%-54.6pp | 67.7%-44.0pp |
| Annual return | 14.95% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,067 | $3,103-65.6% | $4,676-77.2% | $2,756-61.3% |
| Participant deferral / active EE | $2,091 | $3,453-39.4% | $5,629-62.9% | $4,299-51.4% |
| Admin fee / account holder | $5,789 | $7,993-27.6% | $15,914-63.6% | $6,940-16.6% |