Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,428 | $45,343-6.4% | $150,298-71.8% | $67,986-37.6% |
| Participation rate | 30.0% | 51.9%-21.9pp | 77.8%-47.8pp | 57.2%-27.2pp |
| Annual return | 14.89% | 33.28%-18.4pp | 62.79%-47.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $451 | $1,462-69.1% | $4,154-89.1% | $2,019-77.7% |
| Participant deferral / active EE | $1,290 | $2,055-37.2% | $5,453-76.3% | $3,358-61.6% |
| Admin fee / account holder | $4,986 | $2,250+121.6% | $14,116-64.7% | $3,203+55.7% |