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 | $8,448 | $25,014-66.2% | $69,632-87.9% | $80,959-89.6% |
| Participation rate | 69.1% | 64.2%+4.9pp | 66.4%+2.7pp | 67.7%+1.4pp |
| Annual return | 15.75% | 19.08%-3.3pp | 101.32%-85.6pp | 35.67%-19.9pp |
| Employer contribution / active EE | $933 | $991-5.8% | $1,708-45.4% | $2,757-66.1% |
| Participant deferral / active EE | $2,409 | $1,840+31.0% | $2,889-16.6% | $4,300-44.0% |
| Admin fee / account holder | $2,059 | $2,491-17.4% | $4,695-56.2% | $6,925-70.3% |