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 | $53,406 | $82,133-35.0% | $147,318-63.7% | $64,097-16.7% |
| Participation rate | 62.4% | 62.3%+0.1pp | 82.1%-19.7pp | 55.2%+7.2pp |
| Annual return | 21.76% | 78.78%-57.0pp | 70.43%-48.7pp | 34.64%-12.9pp |
| Employer contribution / active EE | $2,803 | $2,872-2.4% | $4,593-39.0% | $1,891+48.2% |
| Participant deferral / active EE | $5,687 | $5,407+5.2% | $7,906-28.1% | $3,080+84.6% |
| Admin fee / account holder | $2,589 | $3,730-30.6% | $13,708-81.1% | $3,454-25.1% |