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 | $54,547 | $58,627-7.0% | $76,735-28.9% | $82,448-33.8% |
| Participation rate | 31.4% | 63.2%-31.8pp | 69.5%-38.1pp | 68.1%-36.6pp |
| Annual return | 19.03% | 39.10%-20.1pp | 29.77%-10.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,593 | $1,729-7.9% | $2,454-35.1% | $2,551-37.6% |
| Participant deferral / active EE | $4,259 | $3,134+35.9% | $4,088+4.2% | $4,139+2.9% |
| Admin fee / account holder | $2,370 | $5,323-55.5% | $7,189-67.0% | $7,234-67.2% |