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 | $28,352 | $73,787-61.6% | $98,716-71.3% | $82,448-65.6% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.3%-11.2pp | 68.1%-9.9pp |
| Annual return | 16.85% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $999 | $1,511-33.9% | $2,279-56.2% | $2,551-60.9% |
| Participant deferral / active EE | $1,957 | $3,081-36.5% | $4,048-51.6% | $4,139-52.7% |
| Admin fee / account holder | $2,337 | $6,500-64.0% | $8,703-73.1% | $7,234-67.7% |