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 | $102,245-42.2% | $89,340-33.8% | $137,256-56.9% |
| Participation rate | 28.6% | 74.9%-46.3pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 17.22% | 21.89%-4.7pp | 20.57%-3.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,018 | $2,529-59.7% | $2,231-54.4% | $4,156-75.5% |
| Participant deferral / active EE | $2,153 | $4,436-51.5% | $3,823-43.7% | $6,407-66.4% |
| Admin fee / account holder | $5,339 | $8,085-34.0% | $6,704-20.4% | $12,270-56.5% |