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 | $38,997 | $73,955-47.3% | $96,520-59.6% | $75,181-48.1% |
| Participation rate | 69.1% | 66.4%+2.7pp | 74.3%-5.3pp | 67.2%+1.9pp |
| Annual return | 18.50% | 26.72%-8.2pp | 35.72%-17.2pp | 160.69%-142.2pp |
| Employer contribution / active EE | $7,142 | $2,930+143.7% | $3,739+91.0% | $2,671+167.4% |
| Participant deferral / active EE | $2,732 | $3,659-25.4% | $4,879-44.0% | $4,126-33.8% |
| Admin fee / account holder | $610 | $5,217-88.3% | $6,733-90.9% | $5,650-89.2% |