Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,977 | $72,388-71.0% | $111,392-81.2% | $64,173-67.3% |
| Participation rate | 64.3% | 70.5%-6.2pp | 78.9%-14.6pp | 69.6%-5.3pp |
| Annual return | 32.23% | -1.50%+33.7pp | -2.06%+34.3pp | 7.63%+24.6pp |
| Employer contribution / active EE | $3,148 | $3,000+5.0% | $4,328-27.3% | $2,381+32.2% |
| Participant deferral / active EE | $5,988 | $4,241+41.2% | $5,567+7.6% | $3,470+72.6% |
| Admin fee / account holder | $720 | $5,719-87.4% | $12,266-94.1% | $4,887-85.3% |