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 | $55,632 | $154,228-63.9% | $145,433-61.7% | $137,256-59.5% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 20.66% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,863 | $4,804-19.6% | $4,554-15.2% | $4,156-7.1% |
| Participant deferral / active EE | $8,807 | $8,216+7.2% | $7,897+11.5% | $6,407+37.5% |
| Admin fee / account holder | $308 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |