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 | $112,244 | $92,219+21.7% | $76,767+46.2% | $135,380-17.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 14.43% | 5.46%+9.0pp | 2.43%+12.0pp | 519.81%-505.4pp |
| Employer contribution / active EE | $776 | $3,216-75.9% | $2,485-68.8% | $4,779-83.8% |
| Participant deferral / active EE | $1,789 | $4,508-60.3% | $3,852-53.5% | $5,609-68.1% |
| Admin fee / account holder | $1,348 | $10,749-87.5% | $6,675-79.8% | $10,828-87.6% |