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 | $48,632 | $68,880-29.4% | $120,580-59.7% | $80,959-39.9% |
| Participation rate | 51.4% | 61.7%-10.3pp | 72.0%-20.6pp | 67.7%-16.3pp |
| Annual return | 22.81% | 23.68%-0.9pp | 107.48%-84.7pp | 35.67%-12.9pp |
| Employer contribution / active EE | $1,479 | $2,066-28.4% | $3,469-57.4% | $2,757-46.3% |
| Participant deferral / active EE | $2,062 | $3,191-35.4% | $4,995-58.7% | $4,300-52.0% |
| Admin fee / account holder | $2,857 | $5,785-50.6% | $9,418-69.7% | $6,925-58.7% |