Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $65,610 | $154,228-57.5% | $145,433-54.9% | $137,256-52.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 27.52% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,822 | $4,804-62.1% | $4,554-60.0% | $4,156-56.2% |
| Participant deferral / active EE | $4,694 | $8,216-42.9% | $7,897-40.6% | $6,407-26.7% |
| Admin fee / account holder | $5,052 | $14,344-64.8% | $13,129-61.5% | $12,270-58.8% |