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 | $56,856 | $86,949-34.6% | $102,460-44.5% | $80,959-29.8% |
| Participation rate | 56.9% | 72.4%-15.4pp | 76.5%-19.6pp | 67.7%-10.7pp |
| Annual return | 16.05% | 18.89%-2.8pp | 29.47%-13.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $854 | $2,370-63.9% | $3,025-71.8% | $2,757-69.0% |
| Participant deferral / active EE | $2,423 | $4,121-41.2% | $5,056-52.1% | $4,300-43.7% |
| Admin fee / account holder | $2,370 | $8,048-70.6% | $9,460-75.0% | $6,925-65.8% |