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 | $48,707 | $125,778-61.3% | $114,563-57.5% | $154,746-68.5% |
| Participation rate | 34.8% | 75.2%-40.4pp | 72.9%-38.1pp | 80.7%-45.9pp |
| Annual return | 15.40% | 295.14%-279.7pp | 241.09%-225.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $658 | $2,806-76.5% | $2,592-74.6% | $4,379-85.0% |
| Participant deferral / active EE | $1,678 | $4,445-62.2% | $4,142-59.5% | $6,730-75.1% |
| Admin fee / account holder | $1,431 | $8,190-82.5% | $7,623-81.2% | $14,365-90.0% |