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 | $74,626 | $61,391+21.6% | $149,723-50.2% | $71,529+4.3% |
| Participation rate | 60.8% | 62.5%-1.7pp | 78.8%-18.0pp | 67.9%-7.2pp |
| Annual return | 22.11% | 35.88%-13.8pp | 134.50%-112.4pp | 28.97%-6.9pp |
| Employer contribution / active EE | $2,963 | $2,384+24.3% | $4,821-38.5% | $2,590+14.4% |
| Participant deferral / active EE | $5,116 | $2,921+75.2% | $5,682-10.0% | $4,291+19.2% |
| Admin fee / account holder | $307 | $1,264-75.7% | $13,215-97.7% | $1,588-80.7% |