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 | $15,703 | $81,358-80.7% | $155,556-89.9% | $80,959-80.6% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 14.09% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,871 | $3,106-39.8% | $4,675-60.0% | $2,757-32.1% |
| Participant deferral / active EE | $4,523 | $3,455+30.9% | $5,631-19.7% | $4,300+5.2% |
| Admin fee / account holder | $1,487 | $7,994-81.4% | $15,885-90.6% | $6,925-78.5% |