Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,902 | $51,638+19.9% | $129,406-52.2% | $80,959-23.5% |
| Participation rate | 64.1% | 56.9%+7.1pp | 69.6%-5.6pp | 67.7%-3.6pp |
| Annual return | 22.79% | 20.78%+2.0pp | 9468.18%-9445.4pp | 35.67%-12.9pp |
| Employer contribution / active EE | $2,652 | $1,584+67.5% | $4,155-36.2% | $2,757-3.8% |
| Participant deferral / active EE | $5,170 | $2,670+93.6% | $4,167+24.1% | $4,300+20.2% |
| Admin fee / account holder | $371 | $4,313-91.4% | $7,689-95.2% | $6,925-94.6% |