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 | $24,058 | $70,486-65.9% | $100,535-76.1% | $79,856-69.9% |
| Participation rate | 65.6% | 73.6%-8.1pp | 79.4%-13.8pp | 69.6%-4.0pp |
| Annual return | 24.18% | 21.90%+2.3pp | 30.90%-6.7pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,740 | $2,165-19.6% | $3,419-49.1% | $2,471-29.6% |
| Participant deferral / active EE | $6,726 | $5,182+29.8% | $6,271+7.3% | $3,741+79.8% |
| Admin fee / account holder | $1,451 | $4,480-67.6% | $8,085-82.1% | $5,306-72.7% |