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 | $25,436 | $36,948-31.2% | $73,658-65.5% | $87,485-70.9% |
| Participation rate | 52.6% | 46.8%+5.8pp | 57.0%-4.4pp | 68.9%-16.3pp |
| Annual return | 21.45% | 28.64%-7.2pp | 29.72%-8.3pp | 26.06%-4.6pp |
| Employer contribution / active EE | $2,065 | $670+208.1% | $1,032+100.0% | $2,596-20.5% |
| Participant deferral / active EE | $3,618 | $1,379+162.3% | $2,062+75.4% | $4,274-15.4% |
| Admin fee / account holder | $1,006 | $2,531-60.3% | $3,357-70.0% | $7,775-87.1% |