Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,988 | $81,457-27.6% | $103,378-42.9% | $80,911-27.1% |
| Participation rate | 40.6% | 66.8%-26.2pp | 74.5%-33.9pp | 67.6%-27.0pp |
| Annual return | 15.76% | 25.58%-9.8pp | 24.91%-9.2pp | 35.63%-19.9pp |
| Employer contribution / active EE | $1,090 | $3,107-64.9% | $3,870-71.8% | $2,756-60.5% |
| Participant deferral / active EE | $2,742 | $3,871-29.2% | $5,058-45.8% | $4,297-36.2% |
| Admin fee / account holder | $1,798 | $6,717-73.2% | $8,401-78.6% | $6,935-74.1% |