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 | $44,116 | $81,476-45.9% | $102,383-56.9% | $80,925-45.5% |
| Participation rate | 31.4% | 66.8%-35.5pp | 74.5%-43.1pp | 67.7%-36.3pp |
| Annual return | 11.70% | 25.59%-13.9pp | 24.94%-13.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,449 | $3,105-53.3% | $3,870-62.6% | $2,756-47.4% |
| Participant deferral / active EE | $2,115 | $3,871-45.4% | $5,060-58.2% | $4,299-50.8% |
| Admin fee / account holder | $4,650 | $6,717-30.8% | $8,391-44.6% | $6,940-33.0% |