Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,945 | $77,814-39.7% | $158,223-70.3% | $86,983-46.0% |
| Participation rate | 61.1% | 68.4%-7.4pp | 79.2%-18.1pp | 69.5%-8.5pp |
| Annual return | 17.41% | 30.54%-13.1pp | 52.09%-34.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $1,504 | $2,592-42.0% | $4,109-63.4% | $2,584-41.8% |
| Participant deferral / active EE | $4,312 | $3,270+31.9% | $5,467-21.1% | $4,194+2.8% |
| Admin fee / account holder | $4,568 | $5,879-22.3% | $16,047-71.5% | $7,856-41.9% |