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 | $29,653 | $46,877-36.7% | $122,354-75.8% | $70,126-57.7% |
| Participation rate | 60.0% | 58.2%+1.8pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 20.67% | 24.22%-3.5pp | 30.28%-9.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $1,426 | $1,288+10.7% | $4,051-64.8% | $2,343-39.1% |
| Participant deferral / active EE | $2,996 | $2,167+38.2% | $3,287-8.9% | $3,332-10.1% |
| Admin fee / account holder | $326 | $3,324-90.2% | $5,479-94.0% | $4,645-93.0% |