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 | $71,078 | $227,399-68.7% | $189,758-62.5% | $198,609-64.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 7.72% | 61.03%-53.3pp | 52.62%-44.9pp | 202.70%-195.0pp |
| Employer contribution / active EE | $1,573 | $5,526-71.5% | $4,767-67.0% | $5,055-68.9% |
| Participant deferral / active EE | $5,114 | $6,837-25.2% | $5,856-12.7% | $6,977-26.7% |
| Admin fee / account holder | $4,896 | $25,162-80.5% | $20,388-76.0% | $19,030-74.3% |