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 | $20,072 | $69,590-71.2% | $136,867-85.3% | $94,015-78.6% |
| Participation rate | 64.0% | 66.3%-2.3pp | 74.5%-10.5pp | 70.8%-6.8pp |
| Annual return | 18.39% | 19.62%-1.2pp | 42.97%-24.6pp | 17.84%+0.5pp |
| Employer contribution / active EE | $2,302 | $2,396-4.0% | $3,547-35.1% | $2,790-17.5% |
| Participant deferral / active EE | $3,771 | $3,437+9.7% | $4,924-23.4% | $4,249-11.3% |
| Admin fee / account holder | $867 | $8,912-90.3% | $10,340-91.6% | $8,951-90.3% |