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 | $68,663 | $172,111-60.1% | $150,298-54.3% | $137,256-50.0% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 15.47% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,244 | $4,636-73.2% | $4,154-70.1% | $4,156-70.1% |
| Participant deferral / active EE | $2,957 | $6,166-52.0% | $5,453-45.8% | $6,407-53.8% |
| Admin fee / account holder | $576 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |