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 | $67,402 | $85,030-20.7% | $70,525-4.4% | $139,427-51.7% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.4%-11.2pp | 80.3%-23.2pp |
| Annual return | 12.68% | 30.35%-17.7pp | 32.76%-20.1pp | 373.27%-360.6pp |
| Employer contribution / active EE | $1,042 | $3,909-73.3% | $2,974-65.0% | $4,752-78.1% |
| Participant deferral / active EE | $11,009 | $5,891+86.9% | $4,567+141.1% | $6,711+64.1% |
| Admin fee / account holder | $6,937 | $8,908-22.1% | $6,413+8.2% | $11,404-39.2% |