Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,903 | $154,228-50.1% | $145,433-47.1% | $137,256-44.0% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 19.89% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,303 | $4,804-52.1% | $4,554-49.4% | $4,156-44.6% |
| Participant deferral / active EE | $3,793 | $8,216-53.8% | $7,897-52.0% | $6,407-40.8% |
| Admin fee / account holder | $1,014 | $14,344-92.9% | $13,129-92.3% | $12,270-91.7% |