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 | $54,806 | $51,604+6.2% | $129,295-57.6% | $80,874-32.2% |
| Participation rate | 47.9% | 57.0%-9.1pp | 69.6%-21.7pp | 67.6%-19.7pp |
| Annual return | 13.62% | 20.76%-7.1pp | 9429.28%-9415.7pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,231 | $1,585-22.3% | $4,157-70.4% | $2,756-55.3% |
| Participant deferral / active EE | $2,664 | $2,670-0.2% | $4,169-36.1% | $4,297-38.0% |
| Admin fee / account holder | $324 | $4,310-92.5% | $7,665-95.8% | $6,935-95.3% |