Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,449 | $182,442-77.8% | $163,379-75.2% | $138,895-70.9% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.8%-34.7pp | 79.9%-37.8pp |
| Annual return | 15.06% | 72.74%-57.7pp | 63.41%-48.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $703 | $4,159-83.1% | $3,752-81.3% | $4,194-83.2% |
| Participant deferral / active EE | $2,437 | $6,817-64.3% | $6,282-61.2% | $6,396-61.9% |
| Admin fee / account holder | $1,169 | $10,396-88.8% | $9,818-88.1% | $12,562-90.7% |