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 | $55,661 | $97,125-42.7% | $86,233-35.5% | $137,256-59.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 20.76% | 74.19%-53.4pp | 61.39%-40.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,268 | $2,841-55.4% | $2,504-49.4% | $4,156-69.5% |
| Participant deferral / active EE | $3,218 | $5,180-37.9% | $4,559-29.4% | $6,407-49.8% |
| Admin fee / account holder | $7,838 | $9,725-19.4% | $8,342-6.0% | $12,270-36.1% |