Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,652 | $57,061-53.3% | $85,063-68.7% | $80,911-67.1% |
| Participation rate | 28.0% | 56.3%-28.3pp | 67.5%-39.5pp | 67.6%-39.6pp |
| Annual return | 14.27% | 21.66%-7.4pp | 66.54%-52.3pp | 35.63%-21.4pp |
| Employer contribution / active EE | $821 | $1,799-54.3% | $2,727-69.9% | $2,756-70.2% |
| Participant deferral / active EE | $2,409 | $3,110-22.5% | $4,523-46.7% | $4,297-43.9% |
| Admin fee / account holder | $2,449 | $4,986-50.9% | $6,155-60.2% | $6,935-64.7% |