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 | $92,232 | $209,336-55.9% | $197,124-53.2% | $137,256-32.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 18.44% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,879 | $6,591-71.5% | $6,227-69.8% | $4,156-54.8% |
| Participant deferral / active EE | $6,812 | $9,614-29.2% | $9,135-25.4% | $6,407+6.3% |
| Admin fee / account holder | $2,340 | $17,308-86.5% | $16,298-85.6% | $12,270-80.9% |