Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,738 | $73,978-61.2% | $96,515-70.2% | $75,173-61.8% |
| Participation rate | 38.5% | 66.4%-28.0pp | 74.3%-35.9pp | 67.2%-28.7pp |
| Annual return | 16.38% | 26.72%-10.3pp | 35.73%-19.3pp | 160.72%-144.3pp |
| Employer contribution / active EE | $868 | $2,931-70.4% | $3,740-76.8% | $2,671-67.5% |
| Participant deferral / active EE | $2,044 | $3,660-44.2% | $4,880-58.1% | $4,126-50.5% |
| Admin fee / account holder | $1,861 | $5,219-64.3% | $6,735-72.4% | $5,651-67.1% |