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 | $64,847 | $115,225-43.7% | $100,712-35.6% | $138,895-53.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 11.52% | 40.35%-28.8pp | 33.27%-21.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,005 | $2,771-63.7% | $2,313-56.6% | $4,194-76.0% |
| Participant deferral / active EE | $4,406 | $4,699-6.2% | $4,085+7.9% | $6,396-31.1% |
| Admin fee / account holder | $4,388 | $10,844-59.5% | $9,256-52.6% | $12,562-65.1% |