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 | $55,293 | $36,948+49.6% | $73,658-24.9% | $87,485-36.8% |
| Participation rate | 9.2% | 46.8%-37.6pp | 57.0%-47.8pp | 68.9%-59.7pp |
| Annual return | 16.57% | 28.64%-12.1pp | 29.72%-13.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $745 | $670+11.2% | $1,032-27.8% | $2,596-71.3% |
| Participant deferral / active EE | $1,197 | $1,379-13.2% | $2,062-42.0% | $4,274-72.0% |
| Admin fee / account holder | $1,646 | $2,531-35.0% | $3,357-51.0% | $7,775-78.8% |