Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,304 | $78,013-24.0% | $178,449-66.8% | $80,911-26.7% |
| Participation rate | 63.6% | 65.7%-2.0pp | 77.1%-13.5pp | 67.6%-4.0pp |
| Annual return | 14.06% | 18.07%-4.0pp | 27.09%-13.0pp | 35.63%-21.6pp |
| Employer contribution / active EE | $2,219 | $2,287-3.0% | $3,951-43.8% | $2,756-19.5% |
| Participant deferral / active EE | $5,693 | $4,408+29.2% | $6,277-9.3% | $4,297+32.5% |
| Admin fee / account holder | $3,581 | $7,166-50.0% | $10,362-65.4% | $6,935-48.4% |