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 | $52,662 | $51,207+2.8% | $70,565-25.4% | $75,177-30.0% |
| Participation rate | 46.4% | 61.0%-14.5pp | 68.4%-21.9pp | 67.2%-20.8pp |
| Annual return | 16.00% | 30.05%-14.1pp | 32.79%-16.8pp | 160.75%-144.8pp |
| Employer contribution / active EE | $623 | $1,826-65.9% | $2,976-79.1% | $2,671-76.7% |
| Participant deferral / active EE | $1,996 | $2,850-30.0% | $4,568-56.3% | $4,126-51.6% |
| Admin fee / account holder | $330 | $4,097-92.0% | $6,430-94.9% | $5,651-94.2% |