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 | $26,883 | $93,598-71.3% | $135,974-80.2% | $75,173-64.2% |
| Participation rate | 53.4% | 75.2%-21.7pp | 81.9%-28.5pp | 67.2%-13.8pp |
| Annual return | 25.27% | 30.89%-5.6pp | 68.30%-43.0pp | 160.72%-135.5pp |
| Employer contribution / active EE | $1,874 | $3,538-47.0% | $4,859-61.4% | $2,671-29.8% |
| Participant deferral / active EE | $3,633 | $6,405-43.3% | $7,760-53.2% | $4,126-12.0% |
| Admin fee / account holder | $703 | $6,978-89.9% | $10,767-93.5% | $5,651-87.6% |