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 | $46,156 | $49,976-7.6% | $66,674-30.8% | $82,637-44.1% |
| Participation rate | 36.4% | 63.1%-26.7pp | 73.7%-37.3pp | 68.1%-31.7pp |
| Annual return | 16.33% | 39.09%-22.8pp | 321.24%-304.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $990 | $1,988-50.2% | $2,620-62.2% | $2,552-61.2% |
| Participant deferral / active EE | $2,643 | $2,847-7.2% | $4,084-35.3% | $4,126-36.0% |
| Admin fee / account holder | $912 | $4,594-80.1% | $5,098-82.1% | $7,339-87.6% |