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 | $24,769 | $87,166-71.6% | $76,735-67.7% | $137,256-82.0% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.5%-8.0pp | 80.0%-18.4pp |
| Annual return | 14.46% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,715 | $2,904-41.0% | $2,454-30.1% | $4,156-58.7% |
| Participant deferral / active EE | $2,341 | $4,726-50.5% | $4,088-42.7% | $6,407-63.5% |
| Admin fee / account holder | $1,028 | $8,403-87.8% | $7,189-85.7% | $12,270-91.6% |