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 | $63,129 | $91,167-30.8% | $178,498-64.6% | $79,858-20.9% |
| Participation rate | 40.9% | 69.2%-28.3pp | 81.9%-41.0pp | 69.6%-28.7pp |
| Annual return | 15.92% | 24.19%-8.3pp | 151.09%-135.2pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,574 | $3,255-51.7% | $5,011-68.6% | $2,471-36.3% |
| Participant deferral / active EE | $1,574 | $3,236-51.4% | $5,202-69.7% | $3,740-57.9% |
| Admin fee / account holder | $2,187 | $6,747-67.6% | $13,985-84.4% | $5,306-58.8% |