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 | $39,890 | $101,795-60.8% | $165,100-75.8% | $80,959-50.7% |
| Participation rate | 55.2% | 71.8%-16.7pp | 78.6%-23.5pp | 67.7%-12.5pp |
| Annual return | 16.51% | 16.73%-0.2pp | 70.21%-53.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,674 | $2,954-43.3% | $4,348-61.5% | $2,757-39.3% |
| Participant deferral / active EE | $4,426 | $4,476-1.1% | $6,035-26.7% | $4,300+2.9% |
| Admin fee / account holder | $1,469 | $8,221-82.1% | $12,696-88.4% | $6,925-78.8% |