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 | $60,043 | $50,554+18.8% | $67,681-11.3% | $87,485-31.4% |
| Participation rate | 22.8% | 67.7%-44.9pp | 73.7%-50.9pp | 68.9%-46.1pp |
| Annual return | 19.60% | 17.81%+1.8pp | 590.58%-571.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $581 | $1,988-70.8% | $2,678-78.3% | $2,596-77.6% |
| Participant deferral / active EE | $2,105 | $2,961-28.9% | $3,976-47.0% | $4,274-50.7% |
| Admin fee / account holder | $5,755 | $4,132+39.3% | $6,100-5.6% | $7,775-26.0% |