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 | $71,763 | $62,164+15.4% | $81,482-11.9% | $74,400-3.5% |
| Participation rate | 35.2% | 64.1%-28.9pp | 69.5%-34.3pp | 67.2%-32.0pp |
| Annual return | 13.12% | 16.50%-3.4pp | 24.79%-11.7pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $1,096 | $1,884-41.8% | $2,463-55.5% | $2,624-58.2% |
| Participant deferral / active EE | $2,123 | $3,230-34.3% | $3,885-45.3% | $4,348-51.2% |
| Admin fee / account holder | $7,328 | $1,923+281.1% | $5,761+27.2% | $1,944+277.0% |