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 | $58,075 | $111,301-47.8% | $112,977-48.6% | $158,966-63.5% |
| Participation rate | 54.5% | 83.5%-29.0pp | 82.6%-28.0pp | 82.0%-27.4pp |
| Annual return | 21.71% | 26.40%-4.7pp | 24.24%-2.5pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,497 | $4,471-66.5% | $4,255-64.8% | $4,762-68.6% |
| Participant deferral / active EE | $4,617 | $5,880-21.5% | $5,836-20.9% | $5,983-22.8% |
| Admin fee / account holder | $413 | $8,392-95.1% | $6,294-93.4% | $11,250-96.3% |