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 | $58,368 | $162,136-64.0% | $152,301-61.7% | $154,746-62.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 22.27% | 91.02%-68.8pp | 80.50%-58.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,741 | $4,890-64.4% | $4,624-62.4% | $4,379-60.3% |
| Participant deferral / active EE | $3,496 | $8,341-58.1% | $8,004-56.3% | $6,730-48.1% |
| Admin fee / account holder | $505 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |