Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,731 | $61,172+28.7% | $185,851-57.6% | $79,389-0.8% |
| Participation rate | 25.4% | 66.6%-41.2pp | 81.7%-56.3pp | 70.7%-45.3pp |
| Annual return | 18.29% | 19.45%-1.2pp | 122.11%-103.8pp | 116.89%-98.6pp |
| Employer contribution / active EE | $740 | $2,321-68.1% | $5,168-85.7% | $2,428-69.5% |
| Participant deferral / active EE | $2,488 | $2,788-10.8% | $5,569-55.3% | $4,046-38.5% |
| Admin fee / account holder | $703 | $710-0.9% | $16,245-95.7% | $626+12.3% |