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 | $35,060 | $101,798-65.6% | $165,071-78.8% | $80,935-56.7% |
| Participation rate | 52.4% | 71.8%-19.5pp | 78.6%-26.2pp | 67.7%-15.3pp |
| Annual return | 39.93% | 16.73%+23.2pp | 70.17%-30.2pp | 35.66%+4.3pp |
| Employer contribution / active EE | $2,815 | $2,954-4.7% | $4,347-35.3% | $2,757+2.1% |
| Participant deferral / active EE | $4,278 | $4,476-4.4% | $6,035-29.1% | $4,299-0.5% |
| Admin fee / account holder | $2,076 | $8,221-74.7% | $12,695-83.6% | $6,924-70.0% |