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 | $84,851 | $87,733-3.3% | $106,555-20.4% | $85,847-1.2% |
| Participation rate | 48.3% | 71.9%-23.7pp | 76.1%-27.9pp | 69.3%-21.0pp |
| Annual return | 12.88% | 21.86%-9.0pp | 26.80%-13.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $1,456 | $2,073-29.7% | $2,819-48.3% | $2,565-43.2% |
| Participant deferral / active EE | $4,388 | $3,469+26.5% | $4,399-0.2% | $3,952+11.0% |
| Admin fee / account holder | $813 | $6,767-88.0% | $7,408-89.0% | $6,261-87.0% |