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 | $51,720 | $80,332-35.6% | $107,187-51.7% | $64,097-19.3% |
| Participation rate | 40.4% | 54.4%-14.0pp | 75.0%-34.6pp | 55.2%-14.7pp |
| Annual return | 20.72% | 24.26%-3.5pp | 204.55%-183.8pp | 34.64%-13.9pp |
| Employer contribution / active EE | $1,412 | $2,501-43.5% | $3,782-62.7% | $1,891-25.4% |
| Participant deferral / active EE | $2,418 | $3,109-22.2% | $5,096-52.6% | $3,080-21.5% |
| Admin fee / account holder | $5,129 | $4,314+18.9% | $9,162-44.0% | $3,454+48.5% |