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 | $59,146 | $103,164-42.7% | $90,259-34.5% | $154,746-61.8% |
| Participation rate | 28.6% | 76.1%-47.5pp | 70.7%-42.2pp | 80.7%-52.1pp |
| Annual return | 17.22% | 19.25%-2.0pp | 18.88%-1.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,018 | $2,532-59.8% | $2,291-55.6% | $4,379-76.8% |
| Participant deferral / active EE | $2,153 | $4,422-51.3% | $3,827-43.7% | $6,730-68.0% |
| Admin fee / account holder | $5,339 | $8,593-37.9% | $7,267-26.5% | $14,365-62.8% |