Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,315 | $72,027-62.1% | $185,861-85.3% | $79,856-65.8% |
| Participation rate | 47.2% | 65.8%-18.5pp | 78.0%-30.8pp | 69.6%-22.4pp |
| Annual return | 20.34% | 23.13%-2.8pp | 35.96%-15.6pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,496 | $1,965-23.9% | $4,088-63.4% | $2,471-39.5% |
| Participant deferral / active EE | $2,203 | $3,780-41.7% | $5,634-60.9% | $3,741-41.1% |
| Admin fee / account holder | $7,571 | $4,513+67.8% | $9,503-20.3% | $5,306+42.7% |