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 | $49,621 | $46,599+6.5% | $64,101-22.6% | $75,173-34.0% |
| Participation rate | 59.6% | 65.9%-6.3pp | 72.3%-12.7pp | 67.2%-7.6pp |
| Annual return | 22.66% | 26.06%-3.4pp | 33.72%-11.1pp | 160.72%-138.1pp |
| Employer contribution / active EE | $1,489 | $1,975-24.6% | $2,749-45.8% | $2,671-44.3% |
| Participant deferral / active EE | $2,460 | $2,837-13.3% | $3,881-36.6% | $4,126-40.4% |
| Admin fee / account holder | $1,362 | $2,956-53.9% | $3,070-55.7% | $5,651-75.9% |