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 | $35,799 | $81,504-56.1% | $102,437-65.1% | $80,959-55.8% |
| Participation rate | 68.3% | 66.9%+1.4pp | 74.5%-6.2pp | 67.7%+0.6pp |
| Annual return | 15.57% | 25.60%-10.0pp | 24.95%-9.4pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,694 | $3,104-45.4% | $3,871-56.2% | $2,757-38.6% |
| Participant deferral / active EE | $3,498 | $3,871-9.6% | $5,060-30.9% | $4,300-18.7% |
| Admin fee / account holder | $1,320 | $6,719-80.4% | $8,388-84.3% | $6,925-80.9% |