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 | $29,360 | $81,358-63.9% | $155,556-81.1% | $80,959-63.7% |
| Participation rate | 63.4% | 66.3%-2.9pp | 78.2%-14.8pp | 67.7%-4.3pp |
| Annual return | 16.90% | 33.39%-16.5pp | 64.84%-47.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,019 | $3,106-35.0% | $4,675-56.8% | $2,757-26.8% |
| Participant deferral / active EE | $3,351 | $3,455-3.0% | $5,631-40.5% | $4,300-22.1% |
| Admin fee / account holder | $851 | $7,994-89.4% | $15,885-94.6% | $6,925-87.7% |