Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $54,696 | $95,453-42.7% | $112,040-51.2% | $82,448-33.7% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.5%-53.4pp | 68.1%-45.0pp |
| Annual return | 22.89% | 23.92%-1.0pp | 24.52%-1.6pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,333 | $2,318-42.5% | $2,954-54.9% | $2,551-47.7% |
| Participant deferral / active EE | $2,466 | $4,224-41.6% | $5,098-51.6% | $4,139-40.4% |
| Admin fee / account holder | $4,864 | $9,013-46.0% | $12,098-59.8% | $7,234-32.8% |