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 | $32,860 | $86,949-62.2% | $102,460-67.9% | $80,959-59.4% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.7%+2.0pp |
| Annual return | 24.06% | 18.89%+5.2pp | 29.47%-5.4pp | 35.67%-11.6pp |
| Employer contribution / active EE | $2,956 | $2,370+24.7% | $3,025-2.3% | $2,757+7.2% |
| Participant deferral / active EE | $5,851 | $4,121+42.0% | $5,056+15.7% | $4,300+36.0% |
| Admin fee / account holder | $748 | $8,048-90.7% | $9,460-92.1% | $6,925-89.2% |