Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $66,941 | $99,875-33.0% | $146,866-54.4% | $86,983-23.0% |
| Participation rate | 30.3% | 75.8%-45.5pp | 82.5%-52.2pp | 69.5%-39.2pp |
| Annual return | 15.12% | 28.10%-13.0pp | 102.85%-87.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,006 | $3,224-68.8% | $4,425-77.3% | $2,584-61.1% |
| Participant deferral / active EE | $2,797 | $6,322-55.8% | $7,759-63.9% | $4,194-33.3% |
| Admin fee / account holder | $2,097 | $7,838-73.3% | $13,620-84.6% | $7,856-73.3% |