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 | $33,184 | $81,331-59.2% | $155,534-78.7% | $80,935-59.0% |
| Participation rate | 61.5% | 66.3%-4.7pp | 78.2%-16.7pp | 67.7%-6.1pp |
| Annual return | 21.85% | 33.37%-11.5pp | 64.92%-43.1pp | 35.66%-13.8pp |
| Employer contribution / active EE | $1,854 | $3,105-40.3% | $4,675-60.3% | $2,757-32.7% |
| Participant deferral / active EE | $3,847 | $3,454+11.4% | $5,630-31.7% | $4,299-10.5% |
| Admin fee / account holder | $2,502 | $7,999-68.7% | $15,900-84.3% | $6,924-63.9% |