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 | $26,180 | $59,440-56.0% | $78,004-66.4% | $82,637-68.3% |
| Participation rate | 58.8% | 62.8%-4.0pp | 69.4%-10.6pp | 68.1%-9.2pp |
| Annual return | 17.00% | 40.24%-23.2pp | 31.07%-14.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,284 | $1,750-26.6% | $2,469-48.0% | $2,552-49.7% |
| Participant deferral / active EE | $3,843 | $3,138+22.4% | $4,092-6.1% | $4,126-6.9% |
| Admin fee / account holder | $1,201 | $5,504-78.2% | $7,578-84.2% | $7,339-83.6% |