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 | $89,913 | $72,273+24.4% | $101,275-11.2% | $79,856+12.6% |
| Participation rate | 41.5% | 68.5%-26.9pp | 75.8%-34.3pp | 69.6%-28.1pp |
| Annual return | 13.42% | 22.30%-8.9pp | 46.48%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,004 | $2,691-62.7% | $3,660-72.6% | $2,471-59.4% |
| Participant deferral / active EE | $2,007 | $3,282-38.8% | $4,371-54.1% | $3,741-46.4% |
| Admin fee / account holder | $1,779 | $4,401-59.6% | $5,948-70.1% | $5,306-66.5% |