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 | $223,823-71.2% | $211,142-69.4% | $154,746-58.3% |
| Participation rate | 64.3% | 87.9%-23.6pp | 87.3%-23.0pp | 80.7%-16.4pp |
| Annual return | 20.98% | 50.39%-29.4pp | 46.84%-25.9pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,609 | $6,787-61.6% | $6,442-59.5% | $4,379-40.4% |
| Participant deferral / active EE | $3,564 | $9,750-63.5% | $9,284-61.6% | $6,730-47.1% |
| Admin fee / account holder | $9,452 | $19,707-52.0% | $19,076-50.4% | $14,365-34.2% |