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 | $51,199 | $100,970-49.3% | $96,576-47.0% | $137,256-62.7% |
| Participation rate | 57.1% | 82.6%-25.5pp | 81.4%-24.3pp | 80.0%-22.8pp |
| Annual return | 17.37% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,321 | $3,809-65.3% | $3,553-62.8% | $4,156-68.2% |
| Participant deferral / active EE | $3,188 | $8,286-61.5% | $7,956-59.9% | $6,407-50.2% |
| Admin fee / account holder | $1,733 | $11,312-84.7% | $11,381-84.8% | $12,270-85.9% |