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 | $65,075 | $110,137-40.9% | $161,149-59.6% | $82,637-21.3% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 15.99% | 20.69%-4.7pp | 21.16%-5.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,096 | $2,856-61.6% | $4,360-74.9% | $2,552-57.1% |
| Participant deferral / active EE | $9,582 | $4,575+109.5% | $6,153+55.7% | $4,126+132.2% |
| Admin fee / account holder | $13,467 | $9,467+42.3% | $15,194-11.4% | $7,339+83.5% |