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 | $47,446 | $165,381-71.3% | $149,730-68.3% | $158,966-70.2% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 22.65% | 348.29%-325.6pp | 276.70%-254.0pp | 302.95%-280.3pp |
| Employer contribution / active EE | $1,854 | $5,104-63.7% | $4,645-60.1% | $4,762-61.1% |
| Participant deferral / active EE | $6,048 | $7,182-15.8% | $6,843-11.6% | $5,983+1.1% |
| Admin fee / account holder | $2,292 | $10,809-78.8% | $9,310-75.4% | $11,250-79.6% |