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 | $57,896 | $76,112-23.9% | $96,534-40.0% | $71,511-19.0% |
| Participation rate | 48.4% | 74.4%-26.0pp | 76.0%-27.6pp | 67.9%-19.5pp |
| Annual return | 15.09% | 22.81%-7.7pp | 25.88%-10.8pp | 28.86%-13.8pp |
| Employer contribution / active EE | $1,547 | $2,248-31.2% | $2,965-47.8% | $2,589-40.2% |
| Participant deferral / active EE | $3,215 | $4,217-23.8% | $4,851-33.7% | $4,291-25.1% |
| Admin fee / account holder | $2,412 | $2,708-10.9% | $8,253-70.8% | $1,588+51.9% |