Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,186 | $78,027-53.6% | $178,528-79.7% | $80,925-55.3% |
| Participation rate | 41.9% | 65.7%-23.7pp | 77.1%-35.2pp | 67.7%-25.7pp |
| Annual return | 11.92% | 18.09%-6.2pp | 27.11%-15.2pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,127 | $2,281-50.6% | $3,950-71.5% | $2,756-59.1% |
| Participant deferral / active EE | $4,120 | $4,408-6.5% | $6,278-34.4% | $4,299-4.1% |
| Admin fee / account holder | $651 | $7,168-90.9% | $10,419-93.8% | $6,940-90.6% |