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 | $29,498 | $81,947-64.0% | $105,387-72.0% | $72,976-59.6% |
| Participation rate | 69.2% | 76.5%-7.3pp | 82.6%-13.3pp | 69.5%-0.3pp |
| Annual return | 25.67% | 42.90%-17.2pp | 26.82%-1.2pp | 81.02%-55.3pp |
| Employer contribution / active EE | $1,469 | $3,468-57.6% | $4,213-65.1% | $2,440-39.8% |
| Participant deferral / active EE | $5,016 | $4,494+11.6% | $5,502-8.8% | $3,608+39.0% |
| Admin fee / account holder | $3,583 | $6,258-42.7% | $6,559-45.4% | $5,124-30.1% |