Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,045 | $76,551-69.9% | $123,894-81.4% | $62,881-63.4% |
| Participation rate | 65.8% | 73.0%-7.2pp | 81.4%-15.6pp | 69.3%-3.5pp |
| Annual return | 14.27% | 18.68%-4.4pp | 47.52%-33.2pp | 20.14%-5.9pp |
| Employer contribution / active EE | $2,006 | $2,882-30.4% | $4,617-56.5% | $2,281-12.0% |
| Participant deferral / active EE | $5,538 | $4,840+14.4% | $5,984-7.4% | $3,203+72.9% |
| Admin fee / account holder | $315 | $4,826-93.5% | $8,357-96.2% | $4,296-92.7% |