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 | $49,203 | $69,977-29.7% | $108,582-54.7% | $62,881-21.8% |
| Participation rate | 63.1% | 72.9%-9.8pp | 79.6%-16.5pp | 69.3%-6.2pp |
| Annual return | 6.69% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,252 | $2,135-41.4% | $3,758-66.7% | $2,281-45.1% |
| Participant deferral / active EE | $2,182 | $3,165-31.1% | $4,311-49.4% | $3,203-31.9% |
| Admin fee / account holder | $748 | $5,076-85.3% | $7,645-90.2% | $4,296-82.6% |