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 | $78,686 | $76,669+2.6% | $96,520-18.5% | $71,495+10.1% |
| Participation rate | 17.5% | 66.6%-49.0pp | 74.3%-56.8pp | 67.9%-50.4pp |
| Annual return | 20.48% | 48.29%-27.8pp | 35.72%-15.2pp | 28.85%-8.4pp |
| Employer contribution / active EE | $787 | $3,031-74.0% | $3,739-78.9% | $2,589-69.6% |
| Participant deferral / active EE | $1,758 | $3,771-53.4% | $4,879-64.0% | $4,291-59.0% |
| Admin fee / account holder | $867 | $2,028-57.2% | $6,733-87.1% | $1,588-45.4% |