Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,095 | $63,809-59.1% | $81,353-67.9% | $80,935-67.8% |
| Participation rate | 62.0% | 63.9%-1.9pp | 69.5%-7.5pp | 67.7%-5.6pp |
| Annual return | 29.29% | 16.37%+12.9pp | 24.82%+4.5pp | 35.66%-6.4pp |
| Employer contribution / active EE | $2,975 | $1,981+50.2% | $2,464+20.7% | $2,757+7.9% |
| Participant deferral / active EE | $3,150 | $3,093+1.8% | $3,885-18.9% | $4,299-26.7% |
| Admin fee / account holder | $2,520 | $5,686-55.7% | $5,766-56.3% | $6,924-63.6% |