Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,024 | $110,410-28.4% | $102,437-22.9% | $145,897-45.8% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 18.43% | 24.85%-6.4pp | 24.95%-6.5pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,545 | $4,217-39.7% | $3,871-34.2% | $4,663-45.4% |
| Participant deferral / active EE | $7,257 | $5,622+29.1% | $5,060+43.4% | $6,689+8.5% |
| Admin fee / account holder | $8,317 | $9,745-14.6% | $8,388-0.8% | $13,390-37.9% |