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 | $77,751 | $91,198-14.7% | $178,503-56.4% | $79,856-2.6% |
| Participation rate | 50.6% | 69.2%-18.6pp | 81.9%-31.3pp | 69.6%-19.0pp |
| Annual return | 14.45% | 24.20%-9.7pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,318 | $3,257-59.5% | $5,011-73.7% | $2,471-46.7% |
| Participant deferral / active EE | $2,666 | $3,237-17.6% | $5,202-48.8% | $3,741-28.7% |
| Admin fee / account holder | $13,525 | $6,748+100.4% | $13,987-3.3% | $5,306+154.9% |