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 | $96,622 | $68,878+40.3% | $120,574-19.9% | $80,935+19.4% |
| Participation rate | 50.0% | 61.7%-11.7pp | 71.9%-21.9pp | 67.7%-17.7pp |
| Annual return | 11.68% | 23.67%-12.0pp | 107.42%-95.7pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,435 | $2,065-30.5% | $3,471-58.7% | $2,757-48.0% |
| Participant deferral / active EE | $2,418 | $3,189-24.2% | $4,996-51.6% | $4,299-43.8% |
| Admin fee / account holder | $19,730 | $5,782+241.2% | $9,445+108.9% | $6,924+184.9% |