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 | $59,583 | $135,956-56.2% | $123,894-51.9% | $273,972-78.3% |
| Participation rate | 58.8% | 84.1%-25.2pp | 81.4%-22.6pp | 83.0%-24.2pp |
| Annual return | 4.17% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,371 | $5,170-73.5% | $4,617-70.3% | $4,869-71.8% |
| Participant deferral / active EE | $6,583 | $6,343+3.8% | $5,984+10.0% | $5,287+24.5% |
| Admin fee / account holder | $3,596 | $9,817-63.4% | $8,357-57.0% | $10,133-64.5% |