Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $59,386 | $106,247-44.1% | $96,515-38.5% | $139,466-57.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 32.75% | 38.47%-5.7pp | 35.73%-3.0pp | 373.66%-340.9pp |
| Employer contribution / active EE | $1,497 | $4,106-63.5% | $3,740-60.0% | $4,754-68.5% |
| Participant deferral / active EE | $5,157 | $5,456-5.5% | $4,880+5.7% | $6,712-23.2% |
| Admin fee / account holder | $5,348 | $7,885-32.2% | $6,735-20.6% | $11,409-53.1% |