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 | $53,424 | $51,202+4.3% | $70,548-24.3% | $75,181-28.9% |
| Participation rate | 36.8% | 61.0%-24.1pp | 68.3%-31.5pp | 67.2%-30.4pp |
| Annual return | 16.75% | 30.05%-13.3pp | 32.78%-16.0pp | 160.69%-143.9pp |
| Employer contribution / active EE | $1,016 | $1,827-44.4% | $2,975-65.8% | $2,671-62.0% |
| Participant deferral / active EE | $1,714 | $2,850-39.9% | $4,567-62.5% | $4,126-58.5% |
| Admin fee / account holder | $971 | $4,094-76.3% | $6,424-84.9% | $5,650-82.8% |