Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,774 | $81,476-69.6% | $102,383-75.8% | $80,925-69.4% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 13.92% | 25.59%-11.7pp | 24.94%-11.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,150 | $3,105-63.0% | $3,870-70.3% | $2,756-58.3% |
| Participant deferral / active EE | $2,544 | $3,871-34.3% | $5,060-49.7% | $4,299-40.8% |
| Admin fee / account holder | $1,793 | $6,717-73.3% | $8,391-78.6% | $6,940-74.2% |