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 | $26,848 | $55,713-51.8% | $75,901-64.6% | $72,975-63.2% |
| Participation rate | 42.9% | 61.1%-18.3pp | 69.3%-26.4pp | 69.5%-26.6pp |
| Annual return | 27.66% | 27.60%+0.1pp | 30.76%-3.1pp | 81.01%-53.4pp |
| Employer contribution / active EE | $1,604 | $1,687-4.9% | $2,501-35.9% | $2,440-34.3% |
| Participant deferral / active EE | $2,618 | $2,634-0.6% | $3,603-27.3% | $3,608-27.4% |
| Admin fee / account holder | $3,303 | $3,980-17.0% | $5,420-39.1% | $5,124-35.5% |