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 | $6,679 | $25,014-73.3% | $69,623-90.4% | $80,935-91.7% |
| Participation rate | 68.5% | 64.2%+4.3pp | 66.4%+2.1pp | 67.7%+0.9pp |
| Annual return | 17.98% | 19.08%-1.1pp | 101.23%-83.3pp | 35.66%-17.7pp |
| Employer contribution / active EE | $674 | $991-32.0% | $1,709-60.6% | $2,757-75.6% |
| Participant deferral / active EE | $1,967 | $1,840+6.9% | $2,890-31.9% | $4,299-54.2% |
| Admin fee / account holder | $903 | $2,491-63.7% | $4,696-80.8% | $6,924-87.0% |