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 | $33,270 | $67,894-51.0% | $89,340-62.8% | $82,448-59.6% |
| Participation rate | 40.5% | 64.0%-23.6pp | 69.6%-29.1pp | 68.1%-27.6pp |
| Annual return | 19.33% | 19.21%+0.1pp | 20.57%-1.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,674 | $1,828-8.4% | $2,231-25.0% | $2,551-34.4% |
| Participant deferral / active EE | $3,784 | $3,072+23.2% | $3,823-1.0% | $4,139-8.6% |
| Admin fee / account holder | $1,343 | $5,723-76.5% | $6,704-80.0% | $7,234-81.4% |