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 | $56,734 | $181,062-68.7% | $158,223-64.1% | $155,188-63.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 14.62% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,226 | $4,565-73.1% | $4,109-70.2% | $4,248-71.1% |
| Participant deferral / active EE | $2,753 | $6,134-55.1% | $5,467-49.6% | $6,531-57.8% |
| Admin fee / account holder | $2,968 | $18,825-84.2% | $16,047-81.5% | $14,480-79.5% |