Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $65,334 | $94,031-30.5% | $115,768-43.6% | $82,448-20.8% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 13.77% | 20.61%-6.8pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,417 | $2,323-39.0% | $2,940-51.8% | $2,551-44.5% |
| Participant deferral / active EE | $2,579 | $3,972-35.1% | $4,917-47.5% | $4,139-37.7% |
| Admin fee / account holder | $929 | $10,249-90.9% | $12,439-92.5% | $7,234-87.2% |