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 | $33,972 | $60,349-43.7% | $74,184-54.2% | $62,881-46.0% |
| Participation rate | 64.8% | 72.7%-7.9pp | 76.6%-11.8pp | 69.3%-4.5pp |
| Annual return | 5.82% | 21.38%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $646 | $1,680-61.5% | $2,370-72.7% | $2,281-71.7% |
| Participant deferral / active EE | $1,591 | $2,856-44.3% | $3,550-55.2% | $3,203-50.3% |
| Admin fee / account holder | $5,876 | $4,261+37.9% | $5,586+5.2% | $4,296+36.8% |