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 | $26,959 | $93,617-71.2% | $135,982-80.2% | $75,177-64.1% |
| Participation rate | 64.5% | 75.2%-10.7pp | 81.9%-17.4pp | 67.2%-2.7pp |
| Annual return | 18.98% | 30.89%-11.9pp | 68.32%-49.3pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,549 | $3,538-56.2% | $4,859-68.1% | $2,671-42.0% |
| Participant deferral / active EE | $4,298 | $6,406-32.9% | $7,760-44.6% | $4,126+4.1% |
| Admin fee / account holder | $1,257 | $6,980-82.0% | $10,767-88.3% | $5,651-77.8% |