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 | $49,735 | $78,690-36.8% | $161,489-69.2% | $87,485-43.1% |
| Participation rate | 55.2% | 67.5%-12.3pp | 78.7%-23.5pp | 68.9%-13.8pp |
| Annual return | 14.98% | 32.74%-17.8pp | 89.72%-74.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,707 | $2,588+4.6% | $4,268-36.6% | $2,596+4.3% |
| Participant deferral / active EE | $5,192 | $3,311+56.8% | $5,630-7.8% | $4,274+21.5% |
| Admin fee / account holder | $10,873 | $6,724+61.7% | $16,006-32.1% | $7,775+39.8% |