Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $64,149 | $110,337-41.9% | $102,383-37.3% | $145,877-56.0% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 13.06% | 24.83%-11.8pp | 24.94%-11.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,404 | $4,216-66.7% | $3,870-63.7% | $4,663-69.9% |
| Participant deferral / active EE | $6,210 | $5,621+10.5% | $5,060+22.7% | $6,691-7.2% |
| Admin fee / account holder | $1,341 | $9,750-86.2% | $8,391-84.0% | $13,402-90.0% |