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 | $86,216 | $127,387-32.3% | $115,038-25.1% | $125,389-31.2% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | 4.13% | 31.28%-27.1pp | 26.14%-22.0pp | 282.24%-278.1pp |
| Employer contribution / active EE | $2,546 | $5,166-50.7% | $4,608-44.8% | $4,866-47.7% |
| Participant deferral / active EE | $8,261 | $6,423+28.6% | $6,026+37.1% | $5,352+54.4% |
| Admin fee / account holder | $6,312 | $9,516-33.7% | $8,175-22.8% | $9,541-33.8% |