Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,730 | $55,902-57.5% | $76,030-68.8% | $80,959-70.7% |
| Participation rate | 61.3% | 62.1%-0.8pp | 69.1%-7.8pp | 67.7%-6.4pp |
| Annual return | 10.38% | 20.59%-10.2pp | 361.54%-351.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,552 | $1,867-16.9% | $2,688-42.3% | $2,757-43.7% |
| Participant deferral / active EE | $2,699 | $3,051-11.5% | $4,257-36.6% | $4,300-37.2% |
| Admin fee / account holder | $3,485 | $5,239-33.5% | $6,421-45.7% | $6,925-49.7% |