Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,582 | $63,809-23.9% | $81,353-40.3% | $80,935-40.0% |
| Participation rate | 35.9% | 63.9%-28.0pp | 69.5%-33.6pp | 67.7%-31.8pp |
| Annual return | 12.14% | 16.37%-4.2pp | 24.82%-12.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,326 | $1,981-33.1% | $2,464-46.2% | $2,757-51.9% |
| Participant deferral / active EE | $3,611 | $3,093+16.7% | $3,885-7.0% | $4,299-16.0% |
| Admin fee / account holder | $890 | $5,686-84.4% | $5,766-84.6% | $6,924-87.2% |