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 | $24,931 | $81,276-69.3% | $155,574-84.0% | $80,925-69.2% |
| Participation rate | 61.4% | 66.2%-4.9pp | 78.2%-16.8pp | 67.7%-6.3pp |
| Annual return | 12.53% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,364 | $3,103-56.0% | $4,676-70.8% | $2,756-50.5% |
| Participant deferral / active EE | $3,942 | $3,453+14.2% | $5,629-30.0% | $4,299-8.3% |
| Admin fee / account holder | $1,754 | $7,993-78.1% | $15,914-89.0% | $6,940-74.7% |