Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,656 | $93,617-71.5% | $135,982-80.4% | $75,177-64.5% |
| Participation rate | 41.3% | 75.2%-33.9pp | 81.9%-40.6pp | 67.2%-25.9pp |
| Annual return | 24.00% | 30.89%-6.9pp | 68.32%-44.3pp | 160.75%-136.8pp |
| Employer contribution / active EE | $1,342 | $3,538-62.1% | $4,859-72.4% | $2,671-49.8% |
| Participant deferral / active EE | $2,635 | $6,406-58.9% | $7,760-66.0% | $4,126-36.2% |
| Admin fee / account holder | $1,471 | $6,980-78.9% | $10,767-86.3% | $5,651-74.0% |