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 | $40,830 | $76,696-46.8% | $96,515-57.7% | $71,511-42.9% |
| Participation rate | 25.2% | 66.6%-41.3pp | 74.3%-49.1pp | 67.9%-42.7pp |
| Annual return | 15.48% | 48.32%-32.8pp | 35.73%-20.2pp | 28.86%-13.4pp |
| Employer contribution / active EE | $1,192 | $3,032-60.7% | $3,740-68.1% | $2,589-54.0% |
| Participant deferral / active EE | $2,641 | $3,770-30.0% | $4,880-45.9% | $4,291-38.5% |
| Admin fee / account holder | $752 | $2,030-63.0% | $6,735-88.8% | $1,588-52.7% |