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 | $37,739 | $95,453-60.5% | $112,040-66.3% | $82,448-54.2% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.5%-31.0pp | 68.1%-22.6pp |
| Annual return | 14.38% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,722 | $2,318-25.7% | $2,954-41.7% | $2,551-32.5% |
| Participant deferral / active EE | $3,671 | $4,224-13.1% | $5,098-28.0% | $4,139-11.3% |
| Admin fee / account holder | $6,615 | $9,013-26.6% | $12,098-45.3% | $7,234-8.6% |