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 | $59,560 | $110,337-46.0% | $102,383-41.8% | $145,877-59.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.36% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,482 | $4,216-64.9% | $3,870-61.7% | $4,663-68.2% |
| Participant deferral / active EE | $2,299 | $5,621-59.1% | $5,060-54.6% | $6,691-65.6% |
| Admin fee / account holder | $986 | $9,750-89.9% | $8,391-88.3% | $13,402-92.6% |