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 | $44,286 | $182,442-75.7% | $163,379-72.9% | $138,895-68.1% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.8%-13.2pp | 79.9%-16.3pp |
| Annual return | 17.78% | 72.74%-55.0pp | 63.41%-45.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,525 | $4,159-39.3% | $3,752-32.7% | $4,194-39.8% |
| Participant deferral / active EE | $2,805 | $6,817-58.9% | $6,282-55.4% | $6,396-56.2% |
| Admin fee / account holder | $1,274 | $10,396-87.7% | $9,818-87.0% | $12,562-89.9% |