Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,792 | $67,894-65.0% | $89,340-73.4% | $82,448-71.1% |
| Participation rate | 26.6% | 64.0%-37.5pp | 69.6%-43.0pp | 68.1%-41.5pp |
| Annual return | 24.36% | 19.21%+5.2pp | 20.57%+3.8pp | 41.64%-17.3pp |
| Employer contribution / active EE | $799 | $1,828-56.3% | $2,231-64.2% | $2,551-68.7% |
| Participant deferral / active EE | $1,524 | $3,072-50.4% | $3,823-60.1% | $4,139-63.2% |
| Admin fee / account holder | $1,197 | $5,723-79.1% | $6,704-82.1% | $7,234-83.4% |