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 | $25,958 | $76,551-66.1% | $123,894-79.0% | $62,881-58.7% |
| Participation rate | 67.9% | 73.0%-5.1pp | 81.4%-13.6pp | 69.3%-1.4pp |
| Annual return | 7.30% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,340 | $2,882-53.5% | $4,617-71.0% | $2,281-41.2% |
| Participant deferral / active EE | $3,370 | $4,840-30.4% | $5,984-43.7% | $3,203+5.2% |
| Admin fee / account holder | $897 | $4,826-81.4% | $8,357-89.3% | $4,296-79.1% |