Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,366 | $81,331-68.8% | $155,534-83.7% | $80,935-68.7% |
| Participation rate | 64.0% | 66.3%-2.3pp | 78.2%-14.2pp | 67.7%-3.7pp |
| Annual return | 14.39% | 33.37%-19.0pp | 64.92%-50.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,527 | $3,105-18.6% | $4,675-45.9% | $2,757-8.3% |
| Participant deferral / active EE | $6,245 | $3,454+80.8% | $5,630+10.9% | $4,299+45.3% |
| Admin fee / account holder | $5,322 | $7,999-33.5% | $15,900-66.5% | $6,924-23.1% |