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 | $79,415 | $77,901+1.9% | $149,717-47.0% | $75,181+5.6% |
| Participation rate | 45.1% | 65.6%-20.5pp | 78.8%-33.7pp | 67.2%-22.1pp |
| Annual return | 18.09% | 31.73%-13.6pp | 134.41%-116.3pp | 160.69%-142.6pp |
| Employer contribution / active EE | $2,517 | $3,137-19.8% | $4,820-47.8% | $2,671-5.8% |
| Participant deferral / active EE | $4,580 | $3,411+34.3% | $5,682-19.4% | $4,126+11.0% |
| Admin fee / account holder | $2,815 | $5,949-52.7% | $13,213-78.7% | $5,650-50.2% |