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 | $58,867 | $78,690-25.2% | $161,489-63.5% | $87,485-32.7% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 20.16% | 32.74%-12.6pp | 89.72%-69.6pp | 26.06%-5.9pp |
| Employer contribution / active EE | $1,070 | $2,588-58.7% | $4,268-74.9% | $2,596-58.8% |
| Participant deferral / active EE | $4,448 | $3,311+34.3% | $5,630-21.0% | $4,274+4.1% |
| Admin fee / account holder | $6,815 | $6,724+1.4% | $16,006-57.4% | $7,775-12.3% |