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 | $69,779 | $76,407-8.7% | $150,298-53.6% | $82,448-15.4% |
| Participation rate | 27.6% | 66.4%-38.8pp | 77.8%-50.2pp | 68.1%-40.5pp |
| Annual return | 14.96% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,066 | $2,614-21.0% | $4,154-50.3% | $2,551-19.0% |
| Participant deferral / active EE | $3,721 | $3,214+15.8% | $5,453-31.8% | $4,139-10.1% |
| Admin fee / account holder | $19,578 | $6,352+208.2% | $14,116+38.7% | $7,234+170.6% |