Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,976 | $100,970-75.3% | $96,576-74.1% | $137,256-81.8% |
| Participation rate | 36.8% | 82.6%-45.8pp | 81.4%-44.6pp | 80.0%-43.1pp |
| Annual return | 18.78% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,621 | $3,809-57.4% | $3,553-54.4% | $4,156-61.0% |
| Participant deferral / active EE | $2,611 | $8,286-68.5% | $7,956-67.2% | $6,407-59.3% |
| Admin fee / account holder | $663 | $11,312-94.1% | $11,381-94.2% | $12,270-94.6% |