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 | $34,248 | $80,983-57.7% | $96,544-64.5% | $75,177-54.4% |
| Participation rate | 51.6% | 71.8%-20.2pp | 76.0%-24.4pp | 67.2%-15.6pp |
| Annual return | 30.73% | 27.05%+3.7pp | 25.88%+4.9pp | 160.75%-130.0pp |
| Employer contribution / active EE | $1,646 | $2,282-27.9% | $2,966-44.5% | $2,671-38.4% |
| Participant deferral / active EE | $3,398 | $3,929-13.5% | $4,851-29.9% | $4,126-17.6% |
| Admin fee / account holder | $3,413 | $6,717-49.2% | $8,254-58.7% | $5,651-39.6% |