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 | $55,165 | $51,638+6.8% | $68,368-19.3% | $82,448-33.1% |
| Participation rate | 35.6% | 63.6%-28.0pp | 73.8%-38.1pp | 68.1%-32.4pp |
| Annual return | 14.42% | 37.53%-23.1pp | 292.57%-278.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,626 | $2,047-20.6% | $2,649-38.6% | $2,551-36.3% |
| Participant deferral / active EE | $1,925 | $2,914-33.9% | $4,123-53.3% | $4,139-53.5% |
| Admin fee / account holder | $7,889 | $4,643+69.9% | $5,150+53.2% | $7,234+9.1% |