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 | $54,476 | $75,541-27.9% | $152,093-64.2% | $82,637-34.1% |
| Participation rate | 51.6% | 66.5%-14.9pp | 77.8%-26.2pp | 68.1%-16.4pp |
| Annual return | 20.71% | 32.56%-11.8pp | 66.36%-45.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $1,455 | $2,622-44.5% | $4,175-65.1% | $2,552-43.0% |
| Participant deferral / active EE | $2,764 | $3,206-13.8% | $5,451-49.3% | $4,126-33.0% |
| Admin fee / account holder | $15,748 | $6,405+145.9% | $14,497+8.6% | $7,339+114.6% |