Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,600 | $55,902+6.6% | $76,030-21.6% | $80,959-26.4% |
| Participation rate | 43.2% | 62.1%-18.9pp | 69.1%-25.9pp | 67.7%-24.5pp |
| Annual return | 19.16% | 20.59%-1.4pp | 361.54%-342.4pp | 35.67%-16.5pp |
| Employer contribution / active EE | $788 | $1,867-57.8% | $2,688-70.7% | $2,757-71.4% |
| Participant deferral / active EE | $2,348 | $3,051-23.0% | $4,257-44.9% | $4,300-45.4% |
| Admin fee / account holder | $681 | $5,239-87.0% | $6,421-89.4% | $6,925-90.2% |