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 | $26,631 | $57,061-53.3% | $85,063-68.7% | $80,911-67.1% |
| Participation rate | 55.3% | 56.3%-1.1pp | 67.5%-12.2pp | 67.6%-12.4pp |
| Annual return | 12.93% | 21.66%-8.7pp | 66.54%-53.6pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,064 | $1,799-40.9% | $2,727-61.0% | $2,756-61.4% |
| Participant deferral / active EE | $2,451 | $3,110-21.2% | $4,523-45.8% | $4,297-43.0% |
| Admin fee / account holder | $1,650 | $4,986-66.9% | $6,155-73.2% | $6,935-76.2% |