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 | $55,063 | $77,962-29.4% | $178,540-69.2% | $80,935-32.0% |
| Participation rate | 46.8% | 65.7%-18.8pp | 77.1%-30.3pp | 67.7%-20.8pp |
| Annual return | 15.20% | 18.10%-2.9pp | 27.15%-11.9pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,253 | $2,280-1.2% | $3,953-43.0% | $2,757-18.3% |
| Participant deferral / active EE | $3,745 | $4,404-15.0% | $6,281-40.4% | $4,299-12.9% |
| Admin fee / account holder | $1,165 | $7,156-83.7% | $10,424-88.8% | $6,924-83.2% |