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 | $56,398 | $183,516-69.3% | $155,534-63.7% | $145,884-61.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.48% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,582 | $5,315-70.2% | $4,675-66.2% | $4,662-66.1% |
| Participant deferral / active EE | $9,847 | $6,467+52.3% | $5,630+74.9% | $6,690+47.2% |
| Admin fee / account holder | $2,001 | $19,293-89.6% | $15,900-87.4% | $13,392-85.1% |