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 | $86,631 | $118,496-26.9% | $98,461-12.0% | $139,466-37.9% |
| Participation rate | 56.3% | 77.5%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 11.00% | 18.96%-8.0pp | 21.17%-10.2pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,488 | $3,611-58.8% | $3,049-51.2% | $4,754-68.7% |
| Participant deferral / active EE | $2,091 | $5,393-61.2% | $4,738-55.9% | $6,712-68.8% |
| Admin fee / account holder | $1,446 | $14,056-89.7% | $8,961-83.9% | $11,409-87.3% |