Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $75,767 | $78,682-3.7% | $109,188-30.6% | $85,851-11.7% |
| Participation rate | 42.6% | 68.3%-25.7pp | 75.9%-33.3pp | 69.3%-26.8pp |
| Annual return | 14.49% | 25.09%-10.6pp | 25.76%-11.3pp | 318.63%-304.1pp |
| Employer contribution / active EE | $1,388 | $2,734-49.2% | $3,723-62.7% | $2,565-45.9% |
| Participant deferral / active EE | $4,567 | $3,468+31.7% | $4,654-1.9% | $3,952+15.5% |
| Admin fee / account holder | $3,089 | $5,470-43.5% | $6,755-54.3% | $6,261-50.7% |