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 | $27,993 | $76,407-63.4% | $150,298-81.4% | $82,448-66.0% |
| Participation rate | 34.6% | 66.4%-31.8pp | 77.8%-43.1pp | 68.1%-33.5pp |
| Annual return | 19.39% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $861 | $2,614-67.1% | $4,154-79.3% | $2,551-66.2% |
| Participant deferral / active EE | $2,588 | $3,214-19.5% | $5,453-52.5% | $4,139-37.5% |
| Admin fee / account holder | $718 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |