Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,136 | $102,245-43.1% | $89,340-34.9% | $137,256-57.6% |
| Participation rate | 39.1% | 74.9%-35.8pp | 69.6%-30.4pp | 80.0%-40.8pp |
| Annual return | 14.67% | 21.89%-7.2pp | 20.57%-5.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,004 | $2,529-60.3% | $2,231-55.0% | $4,156-75.9% |
| Participant deferral / active EE | $2,288 | $4,436-48.4% | $3,823-40.2% | $6,407-64.3% |
| Admin fee / account holder | $916 | $8,085-88.7% | $6,704-86.3% | $12,270-92.5% |