Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,135 | $111,814-38.2% | $103,378-33.1% | $145,978-52.6% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 12.27% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,491 | $4,215-40.9% | $3,870-35.6% | $4,662-46.6% |
| Participant deferral / active EE | $5,157 | $5,618-8.2% | $5,058+2.0% | $6,690-22.9% |
| Admin fee / account holder | $3,872 | $9,764-60.3% | $8,401-53.9% | $13,400-71.1% |