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 | $49,160 | $89,259-44.9% | $107,187-54.1% | $82,637-40.5% |
| Participation rate | 65.7% | 67.9%-2.2pp | 75.0%-9.3pp | 68.1%-2.3pp |
| Annual return | 18.80% | 21.02%-2.2pp | 204.55%-185.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,121 | $3,080-31.1% | $3,782-43.9% | $2,552-16.9% |
| Participant deferral / active EE | $5,583 | $4,037+38.3% | $5,096+9.6% | $4,126+35.3% |
| Admin fee / account holder | $2,587 | $7,381-64.9% | $9,162-71.8% | $7,339-64.7% |