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 | $67,943 | $78,707-13.7% | $117,861-42.4% | $70,126-3.1% |
| Participation rate | 61.4% | 73.2%-11.8pp | 79.7%-18.3pp | 69.5%-8.2pp |
| Annual return | 18.31% | 23.30%-5.0pp | 335.11%-316.8pp | 73.15%-54.8pp |
| Employer contribution / active EE | $3,627 | $2,223+63.1% | $3,786-4.2% | $2,343+54.8% |
| Participant deferral / active EE | $4,708 | $3,297+42.8% | $4,482+5.0% | $3,332+41.3% |
| Admin fee / account holder | $6,620 | $5,066+30.7% | $8,021-17.5% | $4,645+42.5% |