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 | $49,567 | $78,015-36.5% | $178,505-72.2% | $80,959-38.8% |
| Participation rate | 57.1% | 65.7%-8.5pp | 77.1%-20.0pp | 67.7%-10.5pp |
| Annual return | 26.11% | 18.10%+8.0pp | 27.16%-1.0pp | 35.67%-9.6pp |
| Employer contribution / active EE | $2,482 | $2,281+8.8% | $3,955-37.3% | $2,757-10.0% |
| Participant deferral / active EE | $4,890 | $4,406+11.0% | $6,280-22.1% | $4,300+13.7% |
| Admin fee / account holder | $827 | $7,160-88.5% | $10,428-92.1% | $6,925-88.1% |