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 | $26,132 | $55,713-53.1% | $75,901-65.6% | $72,975-64.2% |
| Participation rate | 46.2% | 61.1%-15.0pp | 69.3%-23.1pp | 69.5%-23.3pp |
| Annual return | 25.24% | 27.60%-2.4pp | 30.76%-5.5pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,175 | $1,687-30.4% | $2,501-53.0% | $2,440-51.9% |
| Participant deferral / active EE | $1,456 | $2,634-44.7% | $3,603-59.6% | $3,608-59.7% |
| Admin fee / account holder | $321 | $3,980-91.9% | $5,420-94.1% | $5,124-93.7% |