Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $70,548 | $106,864-34.0% | $147,318-52.1% | $82,637-14.6% |
| Participation rate | 57.7% | 75.5%-17.8pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 15.57% | 27.49%-11.9pp | 70.43%-54.9pp | 53.51%-37.9pp |
| Employer contribution / active EE | $2,554 | $3,417-25.2% | $4,593-44.4% | $2,552+0.1% |
| Participant deferral / active EE | $4,576 | $6,496-29.5% | $7,906-42.1% | $4,126+10.9% |
| Admin fee / account holder | $4,497 | $8,415-46.6% | $13,708-67.2% | $7,339-38.7% |