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 | $21,074 | $48,078-56.2% | $78,676-73.2% | $62,881-66.5% |
| Participation rate | 63.2% | 65.2%-2.0pp | 73.6%-10.4pp | 69.3%-6.1pp |
| Annual return | 15.26% | 31.36%-16.1pp | 62.19%-46.9pp | 20.14%-4.9pp |
| Employer contribution / active EE | $1,429 | $2,015-29.1% | $2,850-49.9% | $2,281-37.3% |
| Participant deferral / active EE | $2,976 | $2,587+15.0% | $3,517-15.4% | $3,203-7.1% |
| Admin fee / account holder | $1,284 | $3,206-60.0% | $4,510-71.5% | $4,296-70.1% |