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 | $55,360 | $80,983-31.6% | $96,544-42.7% | $75,177-26.4% |
| Participation rate | 65.4% | 71.8%-6.4pp | 76.0%-10.6pp | 67.2%-1.8pp |
| Annual return | 15.27% | 27.05%-11.8pp | 25.88%-10.6pp | 160.75%-145.5pp |
| Employer contribution / active EE | $1,533 | $2,282-32.9% | $2,966-48.3% | $2,671-42.6% |
| Participant deferral / active EE | $2,824 | $3,929-28.1% | $4,851-41.8% | $4,126-31.6% |
| Admin fee / account holder | $1,646 | $6,717-75.5% | $8,254-80.1% | $5,651-70.9% |