Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,352 | $72,177-34.4% | $115,038-58.8% | $59,633-20.6% |
| Participation rate | 47.1% | 72.6%-25.5pp | 81.4%-34.3pp | 68.7%-21.6pp |
| Annual return | 41.24% | 12.02%+29.2pp | 26.14%+15.1pp | 2041.45%-2000.2pp |
| Employer contribution / active EE | $1,478 | $2,841-48.0% | $4,608-67.9% | $2,203-32.9% |
| Participant deferral / active EE | $3,056 | $4,783-36.1% | $6,026-49.3% | $3,192-4.2% |
| Admin fee / account holder | $3,807 | $4,927-22.7% | $8,175-53.4% | $4,297-11.4% |