Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,287 | $114,119-51.6% | $107,187-48.4% | $138,895-60.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 14.30% | 273.21%-258.9pp | 204.55%-190.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,221 | $4,059-69.9% | $3,782-67.7% | $4,194-70.9% |
| Participant deferral / active EE | $2,717 | $5,538-50.9% | $5,096-46.7% | $6,396-57.5% |
| Admin fee / account holder | $1,107 | $10,024-89.0% | $9,162-87.9% | $12,562-91.2% |