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 | $96,033 | $110,410-13.0% | $102,437-6.3% | $145,897-34.2% |
| Participation rate | 20.8% | 77.9%-57.1pp | 74.5%-53.7pp | 80.3%-59.5pp |
| Annual return | 12.57% | 24.85%-12.3pp | 24.95%-12.4pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,235 | $4,217-70.7% | $3,871-68.1% | $4,663-73.5% |
| Participant deferral / active EE | $1,908 | $5,622-66.1% | $5,060-62.3% | $6,689-71.5% |
| Admin fee / account holder | $5,781 | $9,745-40.7% | $8,388-31.1% | $13,390-56.8% |