Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,577 | $73,955-72.2% | $96,520-78.7% | $75,181-72.6% |
| Participation rate | 63.6% | 66.4%-2.8pp | 74.3%-10.7pp | 67.2%-3.6pp |
| Annual return | 22.85% | 26.72%-3.9pp | 35.72%-12.9pp | 160.69%-137.8pp |
| Employer contribution / active EE | $1,332 | $2,930-54.5% | $3,739-64.4% | $2,671-50.1% |
| Participant deferral / active EE | $2,690 | $3,659-26.5% | $4,879-44.9% | $4,126-34.8% |
| Admin fee / account holder | $632 | $5,217-87.9% | $6,733-90.6% | $5,650-88.8% |