Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,831 | $77,908-9.1% | $149,696-52.7% | $75,173-5.8% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.2pp | 67.2%-26.6pp |
| Annual return | 19.05% | 31.73%-12.7pp | 134.46%-115.4pp | 160.72%-141.7pp |
| Employer contribution / active EE | $2,093 | $3,138-33.3% | $4,821-56.6% | $2,671-21.6% |
| Participant deferral / active EE | $4,629 | $3,411+35.7% | $5,682-18.5% | $4,126+12.2% |
| Admin fee / account holder | $2,588 | $5,950-56.5% | $13,212-80.4% | $5,651-54.2% |