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 | $126,113-61.4% | $116,096-58.0% | $155,188-68.6% |
| Participation rate | 34.8% | 75.1%-40.4pp | 73.3%-38.5pp | 80.8%-46.0pp |
| Annual return | 15.40% | 391.72%-376.3pp | 326.25%-310.9pp | 148.84%-133.4pp |
| Employer contribution / active EE | $658 | $2,672-75.4% | $2,503-73.7% | $4,248-84.5% |
| Participant deferral / active EE | $1,678 | $4,162-59.7% | $3,952-57.5% | $6,531-74.3% |
| Admin fee / account holder | $1,431 | $8,045-82.2% | $7,704-81.4% | $14,480-90.1% |