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 | $31,150 | $64,501-51.7% | $108,753-71.4% | $65,306-52.3% |
| Participation rate | 61.5% | 50.8%+10.7pp | 71.1%-9.5pp | 57.7%+3.9pp |
| Annual return | 20.48% | 21.09%-0.6pp | 37.47%-17.0pp | 21.94%-1.5pp |
| Employer contribution / active EE | $1,788 | $1,069+67.3% | $2,427-26.3% | $1,967-9.1% |
| Participant deferral / active EE | $3,281 | $2,401+36.7% | $4,115-20.3% | $2,959+10.9% |
| Admin fee / account holder | $4,657 | $4,971-6.3% | $10,320-54.9% | $3,480+33.8% |