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 | $23,416 | $57,073-59.0% | $85,126-72.5% | $80,925-71.1% |
| Participation rate | 65.4% | 56.4%+9.0pp | 67.5%-2.1pp | 67.7%-2.3pp |
| Annual return | 11.50% | 21.69%-10.2pp | 66.63%-55.1pp | 35.65%-24.1pp |
| Employer contribution / active EE | $938 | $1,801-47.9% | $2,731-65.7% | $2,756-66.0% |
| Participant deferral / active EE | $2,234 | $3,113-28.2% | $4,523-50.6% | $4,299-48.0% |
| Admin fee / account holder | $2,987 | $4,988-40.1% | $6,160-51.5% | $6,940-57.0% |