Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $77,720 | $139,948-44.5% | $121,663-36.1% | $154,746-49.8% |
| Participation rate | 57.9% | 78.0%-20.1pp | 74.5%-16.6pp | 80.7%-22.8pp |
| Annual return | 17.94% | 230.52%-212.6pp | 147.54%-129.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $877 | $3,521-75.1% | $3,020-71.0% | $4,379-80.0% |
| Participant deferral / active EE | $2,051 | $5,629-63.6% | $4,887-58.0% | $6,730-69.5% |
| Admin fee / account holder | $370 | $17,321-97.9% | $14,289-97.4% | $14,365-97.4% |