Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,077 | $55,932-57.0% | $76,735-68.6% | $67,986-64.6% |
| Participation rate | 45.4% | 50.8%-5.4pp | 69.5%-24.1pp | 57.2%-11.8pp |
| Annual return | 14.61% | 23.10%-8.5pp | 29.77%-15.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,126 | $1,487-24.3% | $2,454-54.1% | $2,019-44.2% |
| Participant deferral / active EE | $1,907 | $2,558-25.4% | $4,088-53.3% | $3,358-43.2% |
| Admin fee / account holder | $3,396 | $4,907-30.8% | $7,189-52.8% | $3,203+6.0% |