Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,019 | $77,962-61.5% | $178,540-83.2% | $80,935-62.9% |
| Participation rate | 62.2% | 65.7%-3.5pp | 77.1%-14.9pp | 67.7%-5.5pp |
| Annual return | 14.01% | 18.10%-4.1pp | 27.15%-13.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,939 | $2,280-15.0% | $3,953-50.9% | $2,757-29.7% |
| Participant deferral / active EE | $3,473 | $4,404-21.1% | $6,281-44.7% | $4,299-19.2% |
| Admin fee / account holder | $1,392 | $7,156-80.6% | $10,424-86.6% | $6,924-79.9% |