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 | $26,543 | $65,395-59.4% | $182,531-85.5% | $72,983-63.6% |
| Participation rate | 65.6% | 65.4%+0.2pp | 78.0%-12.4pp | 69.5%-3.9pp |
| Annual return | 24.91% | 27.68%-2.8pp | 148.57%-123.7pp | 81.01%-56.1pp |
| Employer contribution / active EE | $1,669 | $1,911-12.7% | $4,075-59.0% | $2,440-31.6% |
| Participant deferral / active EE | $3,320 | $3,563-6.8% | $5,525-39.9% | $3,608-8.0% |
| Admin fee / account holder | $1,878 | $4,245-55.8% | $8,593-78.1% | $5,124-63.4% |