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 | $68,006 | $211,239-67.8% | $178,528-61.9% | $145,877-53.4% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 10.50% | 30.22%-19.7pp | 27.11%-16.6pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,064 | $4,570-54.8% | $3,950-47.8% | $4,663-55.7% |
| Participant deferral / active EE | $7,370 | $6,963+5.8% | $6,278+17.4% | $6,691+10.2% |
| Admin fee / account holder | $2,694 | $12,095-77.7% | $10,419-74.1% | $13,402-79.9% |