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 | $91,034 | $154,228-41.0% | $145,433-37.4% | $137,256-33.7% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,585 | $4,804-67.0% | $4,554-65.2% | $4,156-61.9% |
| Participant deferral / active EE | $4,060 | $8,216-50.6% | $7,897-48.6% | $6,407-36.6% |
| Admin fee / account holder | $528 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |