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 | $42,526 | $51,638-17.6% | $68,368-37.8% | $82,448-48.4% |
| Participation rate | 69.4% | 63.6%+5.8pp | 73.8%-4.4pp | 68.1%+1.3pp |
| Annual return | 31.76% | 37.53%-5.8pp | 292.57%-260.8pp | 41.64%-9.9pp |
| Employer contribution / active EE | $2,477 | $2,047+21.0% | $2,649-6.5% | $2,551-2.9% |
| Participant deferral / active EE | $4,902 | $2,914+68.2% | $4,123+18.9% | $4,139+18.4% |
| Admin fee / account holder | $1,256 | $4,643-72.9% | $5,150-75.6% | $7,234-82.6% |