Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,790 | $81,504-64.7% | $102,437-71.9% | $80,959-64.4% |
| Participation rate | 68.6% | 66.9%+1.7pp | 74.5%-5.9pp | 67.7%+0.9pp |
| Annual return | 17.67% | 25.60%-7.9pp | 24.95%-7.3pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,851 | $3,104-40.4% | $3,871-52.2% | $2,757-32.9% |
| Participant deferral / active EE | $3,685 | $3,871-4.8% | $5,060-27.2% | $4,300-14.3% |
| Admin fee / account holder | $887 | $6,719-86.8% | $8,388-89.4% | $6,925-87.2% |