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 | $65,746 | $174,379-62.3% | $152,093-56.8% | $138,895-52.7% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.8%-13.1pp | 79.9%-15.2pp |
| Annual return | 16.07% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,913 | $4,652-58.9% | $4,175-54.2% | $4,194-54.4% |
| Participant deferral / active EE | $5,635 | $6,159-8.5% | $5,451+3.4% | $6,396-11.9% |
| Admin fee / account holder | $7,920 | $16,880-53.1% | $14,497-45.4% | $12,562-36.9% |