Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,402 | $74,535-23.0% | $100,712-43.0% | $82,637-30.5% |
| Participation rate | 45.0% | 61.2%-16.2pp | 69.3%-24.3pp | 68.1%-23.1pp |
| Annual return | 15.12% | 18.92%-3.8pp | 33.27%-18.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $2,256 | $1,503+50.1% | $2,313-2.5% | $2,552-11.6% |
| Participant deferral / active EE | $4,582 | $3,074+49.1% | $4,085+12.2% | $4,126+11.0% |
| Admin fee / account holder | $795 | $6,576-87.9% | $9,256-91.4% | $7,339-89.2% |