Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,141 | $81,276-67.8% | $155,574-83.2% | $80,925-67.7% |
| Participation rate | 60.5% | 66.2%-5.7pp | 78.2%-17.7pp | 67.7%-7.1pp |
| Annual return | 15.05% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,160 | $3,103-30.4% | $4,676-53.8% | $2,756-21.6% |
| Participant deferral / active EE | $2,665 | $3,453-22.8% | $5,629-52.7% | $4,299-38.0% |
| Admin fee / account holder | $2,050 | $7,993-74.4% | $15,914-87.1% | $6,940-70.5% |