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 | $46,461 | $138,386-66.4% | $184,260-74.8% | $80,935-42.6% |
| Participation rate | 63.9% | 83.9%-20.0pp | 86.8%-22.9pp | 67.7%-3.7pp |
| Annual return | 24.26% | 20.02%+4.2pp | 28.84%-4.6pp | 35.66%-11.4pp |
| Employer contribution / active EE | $5,315 | $4,851+9.6% | $6,427-17.3% | $2,757+92.8% |
| Participant deferral / active EE | $7,270 | $7,076+2.7% | $9,133-20.4% | $4,299+69.1% |
| Admin fee / account holder | $5,751 | $10,489-45.2% | $13,898-58.6% | $6,924-16.9% |