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 | $17,674 | $62,672-71.8% | $185,117-90.5% | $70,126-74.8% |
| Participation rate | 68.0% | 63.8%+4.2pp | 77.3%-9.3pp | 69.5%-1.5pp |
| Annual return | 22.08% | 40.79%-18.7pp | 40.50%-18.4pp | 73.15%-51.1pp |
| Employer contribution / active EE | $1,823 | $1,753+4.0% | $4,182-56.4% | $2,343-22.2% |
| Participant deferral / active EE | $3,131 | $3,272-4.3% | $5,045-37.9% | $3,332-6.0% |
| Admin fee / account holder | $1,817 | $3,932-53.8% | $8,159-77.7% | $4,645-60.9% |