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 | $26,558 | $65,685-59.6% | $57,181-53.6% | $273,968-90.3% |
| Participation rate | 65.0% | 78.3%-13.3pp | 75.3%-10.3pp | 83.0%-18.0pp |
| Annual return | 12.14% | 21.99%-9.9pp | 14.59%-2.5pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,124 | $3,279-35.2% | $2,682-20.8% | $4,869-56.4% |
| Participant deferral / active EE | $5,368 | $3,781+42.0% | $3,096+73.4% | $5,287+1.5% |
| Admin fee / account holder | $4,662 | $4,835-3.6% | $3,139+48.5% | $10,132-54.0% |