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 | $51,962 | $81,504-36.2% | $102,437-49.3% | $80,959-35.8% |
| Participation rate | 21.5% | 66.9%-45.3pp | 74.5%-53.0pp | 67.7%-46.1pp |
| Annual return | 26.33% | 25.60%+0.7pp | 24.95%+1.4pp | 35.67%-9.3pp |
| Employer contribution / active EE | $2,101 | $3,104-32.3% | $3,871-45.7% | $2,757-23.8% |
| Participant deferral / active EE | $4,448 | $3,871+14.9% | $5,060-12.1% | $4,300+3.4% |
| Admin fee / account holder | $7,310 | $6,719+8.8% | $8,388-12.9% | $6,925+5.6% |