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 | $23,013 | $54,757-58.0% | $90,304-74.5% | $72,975-68.5% |
| Participation rate | 63.1% | 65.2%-2.1pp | 73.3%-10.2pp | 69.5%-6.4pp |
| Annual return | 32.61% | 30.63%+2.0pp | 78.13%-45.5pp | 81.01%-48.4pp |
| Employer contribution / active EE | $1,781 | $2,093-14.9% | $2,855-37.6% | $2,440-27.0% |
| Participant deferral / active EE | $3,599 | $2,887+24.6% | $3,885-7.4% | $3,608-0.3% |
| Admin fee / account holder | $1,121 | $3,973-71.8% | $5,354-79.1% | $5,124-78.1% |