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 | $61,679 | $55,930+10.3% | $76,089-18.9% | $80,925-23.8% |
| Participation rate | 40.6% | 62.1%-21.4pp | 69.1%-28.5pp | 67.7%-27.0pp |
| Annual return | 13.08% | 20.58%-7.5pp | 360.94%-347.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,158 | $1,866-38.0% | $2,690-57.0% | $2,756-58.0% |
| Participant deferral / active EE | $2,005 | $3,051-34.3% | $4,259-52.9% | $4,299-53.4% |
| Admin fee / account holder | $5,879 | $5,241+12.2% | $6,418-8.4% | $6,940-15.3% |