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 | $55,563 | $91,179-39.1% | $178,499-68.9% | $79,852-30.4% |
| Participation rate | 56.3% | 69.2%-12.9pp | 81.9%-25.6pp | 69.6%-13.3pp |
| Annual return | 15.07% | 24.19%-9.1pp | 151.10%-136.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $944 | $3,256-71.0% | $5,011-81.2% | $2,471-61.8% |
| Participant deferral / active EE | $2,418 | $3,236-25.3% | $5,202-53.5% | $3,740-35.3% |
| Admin fee / account holder | $9,174 | $6,749+35.9% | $13,986-34.4% | $5,306+72.9% |