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 | $47,539 | $78,423-39.4% | $95,964-50.5% | $79,856-40.5% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 25.56% | 19.37%+6.2pp | 91.64%-66.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,415 | $1,945+24.2% | $2,541-5.0% | $2,471-2.3% |
| Participant deferral / active EE | $5,164 | $3,440+50.1% | $4,167+23.9% | $3,741+38.1% |
| Admin fee / account holder | $301 | $5,622-94.6% | $6,797-95.6% | $5,306-94.3% |