Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $55,897 | $106,749-47.6% | $145,433-61.6% | $82,448-32.2% |
| Participation rate | 51.0% | 75.6%-24.6pp | 82.1%-31.1pp | 68.1%-17.0pp |
| Annual return | 19.58% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,425 | $3,444-29.6% | $4,554-46.8% | $2,551-4.9% |
| Participant deferral / active EE | $6,019 | $6,519-7.7% | $7,897-23.8% | $4,139+45.4% |
| Admin fee / account holder | $587 | $8,390-93.0% | $13,129-95.5% | $7,234-91.9% |