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 | $55,321 | $84,458-34.5% | $102,184-45.9% | $64,340-14.0% |
| Participation rate | 44.9% | 74.2%-29.3pp | 82.6%-37.7pp | 55.2%-10.4pp |
| Annual return | 19.71% | 45.73%-26.0pp | 31.58%-11.9pp | 24.14%-4.4pp |
| Employer contribution / active EE | $1,553 | $2,412-35.6% | $3,594-56.8% | $1,862-16.6% |
| Participant deferral / active EE | $6,386 | $6,208+2.9% | $8,309-23.1% | $2,980+114.3% |
| Admin fee / account holder | $13,986 | $2,926+378.0% | $11,609+20.5% | $3,703+277.7% |