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 | $70,529 | $80,992-12.9% | $96,534-26.9% | $75,173-6.2% |
| Participation rate | 58.6% | 71.8%-13.2pp | 76.0%-17.4pp | 67.2%-8.6pp |
| Annual return | 18.17% | 27.05%-8.9pp | 25.88%-7.7pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,030 | $2,283-11.0% | $2,965-31.5% | $2,671-24.0% |
| Participant deferral / active EE | $5,595 | $3,929+42.4% | $4,851+15.3% | $4,126+35.6% |
| Admin fee / account holder | $21,416 | $6,717+218.8% | $8,253+159.5% | $5,651+279.0% |