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 | $76,894 | $110,137-30.2% | $161,149-52.3% | $82,637-6.9% |
| Participation rate | 38.5% | 72.4%-33.9pp | 78.8%-40.4pp | 68.1%-29.6pp |
| Annual return | 13.69% | 20.69%-7.0pp | 21.16%-7.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,583 | $2,856-44.6% | $4,360-63.7% | $2,552-38.0% |
| Participant deferral / active EE | $4,954 | $4,575+8.3% | $6,153-19.5% | $4,126+20.1% |
| Admin fee / account holder | $11,581 | $9,467+22.3% | $15,194-23.8% | $7,339+57.8% |