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 | $81,509 | $162,812-49.9% | $133,971-39.2% | $158,966-48.7% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 16.34% | 41.94%-25.6pp | 45.09%-28.8pp | 302.95%-286.6pp |
| Employer contribution / active EE | $1,053 | $4,976-78.8% | $3,919-73.1% | $4,762-77.9% |
| Participant deferral / active EE | $4,386 | $5,910-25.8% | $5,047-13.1% | $5,983-26.7% |
| Admin fee / account holder | $6,012 | $11,741-48.8% | $8,929-32.7% | $11,250-46.6% |