Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,247 | $81,476-70.2% | $102,383-76.3% | $80,925-70.0% |
| Participation rate | 53.1% | 66.8%-13.7pp | 74.5%-21.4pp | 67.7%-14.5pp |
| Annual return | 17.98% | 25.59%-7.6pp | 24.94%-7.0pp | 35.65%-17.7pp |
| Employer contribution / active EE | $1,375 | $3,105-55.7% | $3,870-64.5% | $2,756-50.1% |
| Participant deferral / active EE | $2,476 | $3,871-36.0% | $5,060-51.1% | $4,299-42.4% |
| Admin fee / account holder | $426 | $6,717-93.7% | $8,391-94.9% | $6,940-93.9% |