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 | $27,675 | $93,598-70.4% | $135,974-79.6% | $75,173-63.2% |
| Participation rate | 60.6% | 75.2%-14.6pp | 81.9%-21.4pp | 67.2%-6.6pp |
| Annual return | 22.01% | 30.89%-8.9pp | 68.30%-46.3pp | 160.72%-138.7pp |
| Employer contribution / active EE | $912 | $3,538-74.2% | $4,859-81.2% | $2,671-65.9% |
| Participant deferral / active EE | $4,051 | $6,405-36.8% | $7,760-47.8% | $4,126-1.8% |
| Admin fee / account holder | $2,605 | $6,978-62.7% | $10,767-75.8% | $5,651-53.9% |