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 | $62,461 | $110,212-43.3% | $96,534-35.3% | $139,466-55.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 18.08% | 26.42%-8.3pp | 25.88%-7.8pp | 373.66%-355.6pp |
| Employer contribution / active EE | $4,383 | $3,620+21.1% | $2,965+47.8% | $4,754-7.8% |
| Participant deferral / active EE | $12,254 | $5,547+120.9% | $4,851+152.6% | $6,712+82.6% |
| Admin fee / account holder | $18,420 | $11,599+58.8% | $8,253+123.2% | $11,409+61.5% |