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 | $70,390 | $114,013-38.3% | $103,693-32.1% | $155,188-54.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 13.76% | 49.31%-35.6pp | 47.61%-33.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $3,066 | $3,131-2.1% | $2,920+5.0% | $4,248-27.8% |
| Participant deferral / active EE | $8,150 | $4,970+64.0% | $4,579+78.0% | $6,531+24.8% |
| Admin fee / account holder | $784 | $8,407-90.7% | $7,858-90.0% | $14,480-94.6% |