Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,551 | $78,690-67.5% | $161,489-84.2% | $87,485-70.8% |
| Participation rate | 66.2% | 67.5%-1.3pp | 78.7%-12.5pp | 68.9%-2.8pp |
| Annual return | 23.82% | 32.74%-8.9pp | 89.72%-65.9pp | 26.06%-2.2pp |
| Employer contribution / active EE | $609 | $2,588-76.5% | $4,268-85.7% | $2,596-76.5% |
| Participant deferral / active EE | $3,842 | $3,311+16.1% | $5,630-31.8% | $4,274-10.1% |
| Admin fee / account holder | $799 | $6,724-88.1% | $16,006-95.0% | $7,775-89.7% |