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 | $25,891 | $61,295-57.8% | $149,682-82.7% | $71,476-63.8% |
| Participation rate | 30.2% | 62.5%-32.4pp | 78.8%-48.6pp | 67.9%-37.8pp |
| Annual return | 25.64% | 35.86%-10.2pp | 134.35%-108.7pp | 28.85%-3.2pp |
| Employer contribution / active EE | $979 | $2,380-58.8% | $4,818-79.7% | $2,589-62.2% |
| Participant deferral / active EE | $1,492 | $2,918-48.9% | $5,681-73.7% | $4,290-65.2% |
| Admin fee / account holder | $1,222 | $1,262-3.2% | $13,210-90.8% | $1,587-23.1% |