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 | $62,216 | $124,980-50.2% | $108,359-42.6% | $154,746-59.8% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 12.56% | 45.00%-32.4pp | 36.89%-24.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $638 | $2,851-77.6% | $2,399-73.4% | $4,379-85.4% |
| Participant deferral / active EE | $2,951 | $4,743-37.8% | $4,137-28.7% | $6,730-56.2% |
| Admin fee / account holder | $760 | $11,502-93.4% | $9,741-92.2% | $14,365-94.7% |