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 | $64,544 | $209,336-69.2% | $197,124-67.3% | $137,256-53.0% |
| Participation rate | 64.3% | 87.3%-23.0pp | 86.7%-22.4pp | 80.0%-15.7pp |
| Annual return | 20.98% | 48.09%-27.1pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,609 | $6,591-60.4% | $6,227-58.1% | $4,156-37.2% |
| Participant deferral / active EE | $3,564 | $9,614-62.9% | $9,135-61.0% | $6,407-44.4% |
| Admin fee / account holder | $9,452 | $17,308-45.4% | $16,298-42.0% | $12,270-23.0% |