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 | $72,800 | $89,532-18.7% | $103,447-29.6% | $80,925-10.0% |
| Participation rate | 44.8% | 76.0%-31.2pp | 80.5%-35.7pp | 67.7%-22.8pp |
| Annual return | 21.55% | 22.80%-1.2pp | 23.92%-2.4pp | 35.65%-14.1pp |
| Employer contribution / active EE | $6,321 | $4,023+57.1% | $4,678+35.1% | $2,756+129.3% |
| Participant deferral / active EE | $8,464 | $5,459+55.0% | $6,624+27.8% | $4,299+96.9% |
| Admin fee / account holder | $3,856 | $6,774-43.1% | $9,415-59.0% | $6,940-44.4% |