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 | $25,292 | $54,763-53.8% | $90,324-72.0% | $72,976-65.3% |
| Participation rate | 57.1% | 65.2%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 22.96% | 30.63%-7.7pp | 78.15%-55.2pp | 81.02%-58.1pp |
| Employer contribution / active EE | $943 | $2,093-55.0% | $2,856-67.0% | $2,440-61.4% |
| Participant deferral / active EE | $1,866 | $2,887-35.4% | $3,885-52.0% | $3,608-48.3% |
| Admin fee / account holder | $6,112 | $3,973+53.8% | $5,356+14.1% | $5,124+19.3% |