Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,082 | $84,953-43.4% | $163,379-70.6% | $82,637-41.8% |
| Participation rate | 54.7% | 65.9%-11.3pp | 76.8%-22.2pp | 68.1%-13.4pp |
| Annual return | 19.94% | 23.07%-3.1pp | 63.41%-43.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $1,686 | $2,183-22.7% | $3,752-55.1% | $2,552-33.9% |
| Participant deferral / active EE | $2,892 | $4,326-33.1% | $6,282-54.0% | $4,126-29.9% |
| Admin fee / account holder | $6,225 | $7,921-21.4% | $9,818-36.6% | $7,339-15.2% |