Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,930 | $110,137-67.4% | $161,149-77.7% | $82,637-56.5% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.8%-21.1pp | 68.1%-10.4pp |
| Annual return | 17.33% | 20.69%-3.4pp | 21.16%-3.8pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,227 | $2,856-57.0% | $4,360-71.9% | $2,552-51.9% |
| Participant deferral / active EE | $3,099 | $4,575-32.3% | $6,153-49.6% | $4,126-24.9% |
| Admin fee / account holder | $664 | $9,467-93.0% | $15,194-95.6% | $7,339-91.0% |