Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $77,104 | $78,423-1.7% | $95,964-19.7% | $79,856-3.4% |
| Participation rate | 54.9% | 73.5%-18.6pp | 77.1%-22.2pp | 69.6%-14.7pp |
| Annual return | 15.03% | 19.37%-4.3pp | 91.64%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,145 | $1,945-41.2% | $2,541-55.0% | $2,471-53.7% |
| Participant deferral / active EE | $2,044 | $3,440-40.6% | $4,167-51.0% | $3,741-45.4% |
| Admin fee / account holder | $2,428 | $5,622-56.8% | $6,797-64.3% | $5,306-54.2% |