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 | $37,773 | $77,094-51.0% | $173,703-78.3% | $69,733-45.8% |
| Participation rate | 48.6% | 55.7%-7.1pp | 75.9%-27.3pp | 62.5%-13.8pp |
| Annual return | 18.89% | 11.44%+7.4pp | 17.46%+1.4pp | 15.22%+3.7pp |
| Employer contribution / active EE | $1,301 | $1,704-23.6% | $4,288-69.6% | $2,250-42.2% |
| Participant deferral / active EE | $2,245 | $2,355-4.7% | $4,854-53.7% | $3,054-26.5% |
| Admin fee / account holder | $2,966 | $2,291+29.5% | $15,562-80.9% | $3,102-4.4% |