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 | $57,437 | $86,949-33.9% | $102,460-43.9% | $80,959-29.1% |
| Participation rate | 63.9% | 72.4%-8.5pp | 76.5%-12.7pp | 67.7%-3.8pp |
| Annual return | 16.62% | 18.89%-2.3pp | 29.47%-12.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,869 | $2,370-21.1% | $3,025-38.2% | $2,757-32.2% |
| Participant deferral / active EE | $2,868 | $4,121-30.4% | $5,056-43.3% | $4,300-33.3% |
| Admin fee / account holder | $1,610 | $8,048-80.0% | $9,460-83.0% | $6,925-76.8% |