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 | $50,752 | $73,787-31.2% | $98,716-48.6% | $82,448-38.4% |
| Participation rate | 36.1% | 61.4%-25.3pp | 69.3%-33.2pp | 68.1%-32.0pp |
| Annual return | 13.62% | 18.57%-4.9pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $885 | $1,511-41.4% | $2,279-61.1% | $2,551-65.3% |
| Participant deferral / active EE | $3,120 | $3,081+1.3% | $4,048-22.9% | $4,139-24.6% |
| Admin fee / account holder | $870 | $6,500-86.6% | $8,703-90.0% | $7,234-88.0% |