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 | $29,598 | $65,364-54.7% | $92,909-68.1% | $72,975-59.4% |
| Participation rate | 66.2% | 68.3%-2.1pp | 76.0%-9.8pp | 69.5%-3.3pp |
| Annual return | 20.46% | 42.11%-21.7pp | 109.44%-89.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,740 | $2,594-32.9% | $3,653-52.4% | $2,440-28.7% |
| Participant deferral / active EE | $1,379 | $3,128-55.9% | $4,238-67.5% | $3,608-61.8% |
| Admin fee / account holder | $2,757 | $4,251-35.2% | $5,795-52.4% | $5,124-46.2% |