Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,994 | $106,749-70.0% | $145,433-78.0% | $82,448-61.2% |
| Participation rate | 64.0% | 75.6%-11.6pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 18.36% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,479 | $3,444-28.0% | $4,554-45.6% | $2,551-2.8% |
| Participant deferral / active EE | $4,821 | $6,519-26.0% | $7,897-39.0% | $4,139+16.5% |
| Admin fee / account holder | $3,403 | $8,390-59.4% | $13,129-74.1% | $7,234-53.0% |