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 | $51,814 | $77,962-33.5% | $178,540-71.0% | $80,935-36.0% |
| Participation rate | 57.1% | 65.7%-8.5pp | 77.1%-20.0pp | 67.7%-10.5pp |
| Annual return | 11.91% | 18.10%-6.2pp | 27.15%-15.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,653 | $2,280-27.5% | $3,953-58.2% | $2,757-40.0% |
| Participant deferral / active EE | $1,984 | $4,404-55.0% | $6,281-68.4% | $4,299-53.9% |
| Admin fee / account holder | $2,151 | $7,156-69.9% | $10,424-79.4% | $6,924-68.9% |