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 | $49,404 | $183,592-73.1% | $155,574-68.2% | $145,877-66.1% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 13.28% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,322 | $5,317-75.1% | $4,676-71.7% | $4,663-71.7% |
| Participant deferral / active EE | $5,646 | $6,466-12.7% | $5,629+0.3% | $6,691-15.6% |
| Admin fee / account holder | $796 | $19,316-95.9% | $15,914-95.0% | $13,402-94.1% |