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 | $61,230 | $73,978-17.2% | $96,515-36.6% | $75,173-18.5% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 17.16% | 26.72%-9.6pp | 35.73%-18.6pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,295 | $2,931-21.7% | $3,740-38.6% | $2,671-14.1% |
| Participant deferral / active EE | $5,355 | $3,660+46.3% | $4,880+9.7% | $4,126+29.8% |
| Admin fee / account holder | $5,392 | $5,219+3.3% | $6,735-19.9% | $5,651-4.6% |