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 | $28,805 | $81,476-64.6% | $102,383-71.9% | $80,925-64.4% |
| Participation rate | 65.8% | 66.8%-1.1pp | 74.5%-8.7pp | 67.7%-1.9pp |
| Annual return | 18.35% | 25.59%-7.2pp | 24.94%-6.6pp | 35.65%-17.3pp |
| Employer contribution / active EE | $3,178 | $3,105+2.4% | $3,870-17.9% | $2,756+15.3% |
| Participant deferral / active EE | $9,017 | $3,871+132.9% | $5,060+78.2% | $4,299+109.8% |
| Admin fee / account holder | $584 | $6,717-91.3% | $8,391-93.0% | $6,940-91.6% |