Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,272 | $99,875-42.7% | $146,866-61.0% | $86,983-34.2% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.5%-28.7pp | 69.5%-15.7pp |
| Annual return | 15.55% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,502 | $3,224-53.4% | $4,425-66.1% | $2,584-41.9% |
| Participant deferral / active EE | $4,004 | $6,322-36.7% | $7,759-48.4% | $4,194-4.5% |
| Admin fee / account holder | $1,147 | $7,838-85.4% | $13,620-91.6% | $7,856-85.4% |