Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,678 | $87,132-30.4% | $105,624-42.6% | $80,959-25.1% |
| Participation rate | 36.7% | 70.4%-33.7pp | 75.3%-38.5pp | 67.7%-30.9pp |
| Annual return | 13.00% | 17.03%-4.0pp | 116.20%-103.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,219 | $2,397-49.1% | $3,168-61.5% | $2,757-55.8% |
| Participant deferral / active EE | $1,908 | $3,985-52.1% | $5,013-61.9% | $4,300-55.6% |
| Admin fee / account holder | $4,612 | $8,449-45.4% | $10,961-57.9% | $6,925-33.4% |