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 | $83,177 | $201,344-58.7% | $184,243-54.9% | $145,877-43.0% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.5pp |
| Annual return | 17.00% | 29.01%-12.0pp | 28.82%-11.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,031 | $7,022-71.1% | $6,427-68.4% | $4,663-56.5% |
| Participant deferral / active EE | $6,209 | $9,807-36.7% | $9,132-32.0% | $6,691-7.2% |
| Admin fee / account holder | $4,344 | $16,382-73.5% | $13,914-68.8% | $13,402-67.6% |