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 | $27,937 | $81,358-65.7% | $155,556-82.0% | $80,959-65.5% |
| Participation rate | 63.8% | 66.3%-2.4pp | 78.2%-14.4pp | 67.7%-3.8pp |
| Annual return | 15.07% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,153 | $3,106+1.5% | $4,675-32.6% | $2,757+14.3% |
| Participant deferral / active EE | $3,102 | $3,455-10.2% | $5,631-44.9% | $4,300-27.9% |
| Admin fee / account holder | $2,245 | $7,994-71.9% | $15,885-85.9% | $6,925-67.6% |