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 | $41,714 | $177,156-76.5% | $147,027-71.6% | $154,746-73.0% |
| Participation rate | 52.2% | 79.4%-27.2pp | 73.7%-21.6pp | 80.7%-28.5pp |
| Annual return | 9.65% | 21.94%-12.3pp | 20.23%-10.6pp | 172.34%-162.7pp |
| Employer contribution / active EE | $956 | $4,336-78.0% | $3,626-73.6% | $4,379-78.2% |
| Participant deferral / active EE | $2,426 | $5,797-58.2% | $4,933-50.8% | $6,730-64.0% |
| Admin fee / account holder | $46,877 | $14,904+214.5% | $12,223+283.5% | $14,365+226.3% |