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 | $30,088 | $76,564-60.7% | $105,582-71.5% | $94,015-68.0% |
| Participation rate | 46.6% | 65.2%-18.6pp | 71.8%-25.2pp | 70.8%-24.2pp |
| Annual return | 30.27% | 20.69%+9.6pp | 18.61%+11.7pp | 17.84%+12.4pp |
| Employer contribution / active EE | $1,674 | $1,995-16.1% | $2,984-43.9% | $2,790-40.0% |
| Participant deferral / active EE | $2,810 | $3,320-15.4% | $4,353-35.5% | $4,249-33.9% |
| Admin fee / account holder | $2,990 | $7,129-58.1% | $12,856-76.7% | $8,951-66.6% |