Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,419 | $65,364-3.0% | $92,909-31.7% | $72,975-13.1% |
| Participation rate | 50.9% | 68.3%-17.4pp | 76.0%-25.1pp | 69.5%-18.6pp |
| Annual return | 29.47% | 42.11%-12.6pp | 109.44%-80.0pp | 81.01%-51.5pp |
| Employer contribution / active EE | $705 | $2,594-72.8% | $3,653-80.7% | $2,440-71.1% |
| Participant deferral / active EE | $1,761 | $3,128-43.7% | $4,238-58.4% | $3,608-51.2% |
| Admin fee / account holder | $1,015 | $4,251-76.1% | $5,795-82.5% | $5,124-80.2% |