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 | $35,954 | $95,959-62.5% | $97,411-63.1% | $138,895-74.1% |
| Participation rate | 63.6% | 81.8%-18.2pp | 80.4%-16.7pp | 79.9%-16.3pp |
| Annual return | 16.15% | 29.30%-13.1pp | 34.72%-18.6pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,568 | $4,278-40.0% | $4,210-39.0% | $4,194-38.8% |
| Participant deferral / active EE | $5,560 | $5,876-5.4% | $5,886-5.5% | $6,396-13.1% |
| Admin fee / account holder | $3,802 | $7,555-49.7% | $7,145-46.8% | $12,562-69.7% |