Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $79,331 | $178,174-55.5% | $156,181-49.2% | $137,256-42.2% |
| Participation rate | 47.4% | 82.0%-34.7pp | 78.8%-31.5pp | 80.0%-32.6pp |
| Annual return | 17.58% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,393 | $4,972-51.9% | $4,294-44.3% | $4,156-42.4% |
| Participant deferral / active EE | $2,393 | $6,888-65.3% | $6,132-61.0% | $6,407-62.7% |
| Admin fee / account holder | $422 | $17,404-97.6% | $14,586-97.1% | $12,270-96.6% |