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 | $57,774 | $110,337-47.6% | $102,383-43.6% | $145,877-60.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 20.91% | 24.83%-3.9pp | 24.94%-4.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $1,506 | $4,216-64.3% | $3,870-61.1% | $4,663-67.7% |
| Participant deferral / active EE | $1,715 | $5,621-69.5% | $5,060-66.1% | $6,691-74.4% |
| Admin fee / account holder | $751 | $9,750-92.3% | $8,391-91.0% | $13,402-94.4% |