Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,166 | $73,978-28.1% | $96,515-44.9% | $75,173-29.3% |
| Participation rate | 67.3% | 66.4%+0.9pp | 74.3%-7.0pp | 67.2%+0.1pp |
| Annual return | 19.84% | 26.72%-6.9pp | 35.73%-15.9pp | 160.72%-140.9pp |
| Employer contribution / active EE | $2,605 | $2,931-11.1% | $3,740-30.3% | $2,671-2.5% |
| Participant deferral / active EE | $5,200 | $3,660+42.1% | $4,880+6.6% | $4,126+26.0% |
| Admin fee / account holder | $1,546 | $5,219-70.4% | $6,735-77.0% | $5,651-72.6% |