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 | $81,612 | $51,638+58.0% | $129,406-36.9% | $80,959+0.8% |
| Participation rate | 45.2% | 56.9%-11.8pp | 69.6%-24.5pp | 67.7%-22.5pp |
| Annual return | 12.76% | 20.78%-8.0pp | 9468.18%-9455.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,246 | $1,584-21.3% | $4,155-70.0% | $2,757-54.8% |
| Participant deferral / active EE | $3,474 | $2,670+30.1% | $4,167-16.6% | $4,300-19.2% |
| Admin fee / account holder | $10,819 | $4,313+150.8% | $7,689+40.7% | $6,925+56.2% |