Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,400 | $58,627-53.3% | $76,735-64.3% | $82,448-66.8% |
| Participation rate | 30.5% | 63.2%-32.7pp | 69.5%-39.0pp | 68.1%-37.5pp |
| Annual return | 16.26% | 39.10%-22.8pp | 29.77%-13.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,253 | $1,729-27.5% | $2,454-49.0% | $2,551-50.9% |
| Participant deferral / active EE | $2,616 | $3,134-16.5% | $4,088-36.0% | $4,139-36.8% |
| Admin fee / account holder | $6,465 | $5,323+21.5% | $7,189-10.1% | $7,234-10.6% |