Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,495 | $210,991-62.3% | $153,741-48.3% | $145,897-45.5% |
| Participation rate | 52.4% | 82.1%-29.7pp | 77.1%-24.7pp | 80.3%-27.9pp |
| Annual return | 11.87% | 13.46%-1.6pp | 15.71%-3.8pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,345 | $6,057-61.3% | $5,042-53.5% | $4,663-49.7% |
| Participant deferral / active EE | $4,995 | $7,979-37.4% | $6,757-26.1% | $6,689-25.3% |
| Admin fee / account holder | $10,922 | $19,490-44.0% | $12,749-14.3% | $13,390-18.4% |