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 | $57,958 | $111,814-48.2% | $103,378-43.9% | $145,978-60.3% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 13.34% | 24.80%-11.5pp | 24.91%-11.6pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,199 | $4,215-71.6% | $3,870-69.0% | $4,662-74.3% |
| Participant deferral / active EE | $2,184 | $5,618-61.1% | $5,058-56.8% | $6,690-67.4% |
| Admin fee / account holder | $6,228 | $9,764-36.2% | $8,401-25.9% | $13,400-53.5% |