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 | $52,282 | $84,236-37.9% | $170,435-69.3% | $70,126-25.4% |
| Participation rate | 61.4% | 70.8%-9.4pp | 83.6%-22.2pp | 69.5%-8.1pp |
| Annual return | 12.23% | 23.06%-10.8pp | 205.94%-193.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $614 | $3,387-81.9% | $5,432-88.7% | $2,343-73.8% |
| Participant deferral / active EE | $1,589 | $3,086-48.5% | $4,939-67.8% | $3,332-52.3% |
| Admin fee / account holder | $6,140 | $5,698+7.7% | $13,881-55.8% | $4,645+32.2% |