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 | $74,750 | $162,812-54.1% | $133,971-44.2% | $158,966-53.0% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 18.50% | 41.94%-23.4pp | 45.09%-26.6pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,391 | $4,976-51.9% | $3,919-39.0% | $4,762-49.8% |
| Participant deferral / active EE | $5,756 | $5,910-2.6% | $5,047+14.1% | $5,983-3.8% |
| Admin fee / account holder | $5,089 | $11,741-56.7% | $8,929-43.0% | $11,250-54.8% |