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 | $84,571 | $174,379-51.5% | $152,093-44.4% | $138,895-39.1% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 23.64% | 74.86%-51.2pp | 66.36%-42.7pp | 145.39%-121.8pp |
| Employer contribution / active EE | $1,108 | $4,652-76.2% | $4,175-73.5% | $4,194-73.6% |
| Participant deferral / active EE | $2,832 | $6,159-54.0% | $5,451-48.1% | $6,396-55.7% |
| Admin fee / account holder | $1,606 | $16,880-90.5% | $14,497-88.9% | $12,562-87.2% |