Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,157 | $81,276-66.6% | $155,574-82.5% | $80,925-66.4% |
| Participation rate | 63.9% | 66.2%-2.3pp | 78.2%-14.3pp | 67.7%-3.7pp |
| Annual return | 11.83% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $861 | $3,103-72.3% | $4,676-81.6% | $2,756-68.8% |
| Participant deferral / active EE | $2,284 | $3,453-33.9% | $5,629-59.4% | $4,299-46.9% |
| Admin fee / account holder | $1,332 | $7,993-83.3% | $15,914-91.6% | $6,940-80.8% |