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 | $39,233 | $81,358-51.8% | $155,556-74.8% | $80,959-51.5% |
| Participation rate | 57.9% | 66.3%-8.4pp | 78.2%-20.3pp | 67.7%-9.8pp |
| Annual return | 18.99% | 33.39%-14.4pp | 64.84%-45.8pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,115 | $3,106-31.9% | $4,675-54.8% | $2,757-23.3% |
| Participant deferral / active EE | $3,706 | $3,455+7.3% | $5,631-34.2% | $4,300-13.8% |
| Admin fee / account holder | $994 | $7,994-87.6% | $15,885-93.7% | $6,925-85.6% |