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 | $27,156 | $58,493-53.6% | $84,023-67.7% | $72,976-62.8% |
| Participation rate | 52.3% | 61.2%-8.9pp | 69.0%-16.7pp | 69.5%-17.2pp |
| Annual return | 20.75% | 28.93%-8.2pp | 71.32%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $1,171 | $1,163+0.7% | $1,984-41.0% | $2,440-52.0% |
| Participant deferral / active EE | $2,706 | $2,394+13.0% | $3,239-16.5% | $3,608-25.0% |
| Admin fee / account holder | $890 | $4,569-80.5% | $6,102-85.4% | $5,124-82.6% |