Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,461 | $83,843-45.8% | $123,973-63.3% | $65,306-30.4% |
| Participation rate | 18.2% | 56.0%-37.8pp | 76.7%-58.5pp | 57.7%-39.5pp |
| Annual return | 17.47% | 19.87%-2.4pp | 388.13%-370.7pp | 21.94%-4.5pp |
| Employer contribution / active EE | $1,270 | $2,873-55.8% | $4,126-69.2% | $1,967-35.4% |
| Participant deferral / active EE | $1,407 | $2,997-53.1% | $5,247-73.2% | $2,959-52.5% |
| Admin fee / account holder | $1,850 | $4,735-60.9% | $11,799-84.3% | $3,480-46.8% |