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 | $19,505 | $50,082-61.1% | $93,515-79.1% | $79,856-75.6% |
| Participation rate | 69.0% | 60.9%+8.0pp | 66.8%+2.1pp | 69.6%-0.7pp |
| Annual return | 19.38% | 24.59%-5.2pp | 78.21%-58.8pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,404 | $1,303+7.7% | $2,077-32.4% | $2,471-43.2% |
| Participant deferral / active EE | $2,838 | $2,212+28.3% | $3,129-9.3% | $3,741-24.1% |
| Admin fee / account holder | $1,657 | $3,454-52.0% | $5,235-68.3% | $5,306-68.8% |