Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,672 | $45,343-50.0% | $150,298-84.9% | $67,986-66.7% |
| Participation rate | 39.0% | 51.9%-12.9pp | 77.8%-38.8pp | 57.2%-18.2pp |
| Annual return | 21.71% | 33.28%-11.6pp | 62.79%-41.1pp | 31.67%-10.0pp |
| Employer contribution / active EE | $1,251 | $1,462-14.4% | $4,154-69.9% | $2,019-38.0% |
| Participant deferral / active EE | $2,721 | $2,055+32.4% | $5,453-50.1% | $3,358-19.0% |
| Admin fee / account holder | $2,641 | $2,250+17.4% | $14,116-81.3% | $3,203-17.6% |