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 | $50,713 | $81,331-37.6% | $155,534-67.4% | $80,935-37.3% |
| Participation rate | 59.1% | 66.3%-7.2pp | 78.2%-19.1pp | 67.7%-8.6pp |
| Annual return | 11.26% | 33.37%-22.1pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,113 | $3,105-64.2% | $4,675-76.2% | $2,757-59.6% |
| Participant deferral / active EE | $4,222 | $3,454+22.2% | $5,630-25.0% | $4,299-1.8% |
| Admin fee / account holder | $7,306 | $7,999-8.7% | $15,900-54.0% | $6,924+5.5% |