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 | $31,433 | $58,627-46.4% | $76,735-59.0% | $82,448-61.9% |
| Participation rate | 68.0% | 63.2%+4.8pp | 69.5%-1.5pp | 68.1%-0.1pp |
| Annual return | 18.24% | 39.10%-20.9pp | 29.77%-11.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,370 | $1,729-20.8% | $2,454-44.2% | $2,551-46.3% |
| Participant deferral / active EE | $2,684 | $3,134-14.3% | $4,088-34.3% | $4,139-35.2% |
| Admin fee / account holder | $744 | $5,323-86.0% | $7,189-89.7% | $7,234-89.7% |