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 | $18,472 | $56,894-67.5% | $84,751-78.2% | $62,891-70.6% |
| Participation rate | 67.7% | 68.5%-0.8pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | 16.17% | 6.30%+9.9pp | 22.78%-6.6pp | 20.14%-4.0pp |
| Employer contribution / active EE | $1,394 | $2,400-41.9% | $3,574-61.0% | $2,281-38.9% |
| Participant deferral / active EE | $3,278 | $2,709+21.0% | $3,712-11.7% | $3,203+2.3% |
| Admin fee / account holder | $2,042 | $3,581-43.0% | $5,333-61.7% | $4,296-52.5% |