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 | $45,548 | $74,535-38.9% | $100,712-54.8% | $82,637-44.9% |
| Participation rate | 59.4% | 61.2%-1.8pp | 69.3%-9.9pp | 68.1%-8.7pp |
| Annual return | 20.26% | 18.92%+1.3pp | 33.27%-13.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $2,011 | $1,503+33.9% | $2,313-13.0% | $2,552-21.2% |
| Participant deferral / active EE | $3,281 | $3,074+6.8% | $4,085-19.7% | $4,126-20.5% |
| Admin fee / account holder | $426 | $6,576-93.5% | $9,256-95.4% | $7,339-94.2% |