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 | $56,379 | $78,670-28.3% | $109,173-48.4% | $85,847-34.3% |
| Participation rate | 60.5% | 68.3%-7.8pp | 75.9%-15.4pp | 69.3%-8.9pp |
| Annual return | 30.68% | 25.09%+5.6pp | 25.75%+4.9pp | 318.61%-287.9pp |
| Employer contribution / active EE | $1,741 | $2,734-36.3% | $3,723-53.2% | $2,565-32.1% |
| Participant deferral / active EE | $4,343 | $3,467+25.3% | $4,654-6.7% | $3,952+9.9% |
| Admin fee / account holder | $7,416 | $5,469+35.6% | $6,755+9.8% | $6,261+18.5% |