Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,823 | $107,733-74.2% | $92,985-70.1% | $154,746-82.0% |
| Participation rate | 42.1% | 74.6%-32.5pp | 69.5%-27.4pp | 80.7%-38.6pp |
| Annual return | 20.77% | 30.39%-9.6pp | 27.99%-7.2pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,631 | $3,126-47.8% | $2,662-38.7% | $4,379-62.8% |
| Participant deferral / active EE | $4,394 | $5,053-13.0% | $4,377+0.4% | $6,730-34.7% |
| Admin fee / account holder | $1,179 | $11,369-89.6% | $9,463-87.5% | $14,365-91.8% |