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 | $40,710 | $101,795-60.0% | $165,100-75.3% | $80,959-49.7% |
| Participation rate | 62.7% | 71.8%-9.1pp | 78.6%-15.9pp | 67.7%-5.0pp |
| Annual return | 11.99% | 16.73%-4.7pp | 70.21%-58.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,657 | $2,954-43.9% | $4,348-61.9% | $2,757-39.9% |
| Participant deferral / active EE | $4,410 | $4,476-1.5% | $6,035-26.9% | $4,300+2.6% |
| Admin fee / account holder | $1,495 | $8,221-81.8% | $12,696-88.2% | $6,925-78.4% |