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 | $75,938 | $77,472-2.0% | $100,415-24.4% | $80,959-6.2% |
| Participation rate | 33.3% | 76.9%-43.6pp | 81.5%-48.2pp | 67.7%-34.3pp |
| Annual return | 12.73% | 37.26%-24.5pp | 49.47%-36.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,887 | $2,800-32.6% | $3,943-52.1% | $2,757-31.6% |
| Participant deferral / active EE | $3,046 | $6,818-55.3% | $8,091-62.3% | $4,300-29.2% |
| Admin fee / account holder | $13,879 | $5,885+135.8% | $7,906+75.5% | $6,925+100.4% |