Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $86,161 | $110,337-21.9% | $102,383-15.8% | $145,877-40.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 22.31% | 24.83%-2.5pp | 24.94%-2.6pp | 551.28%-529.0pp |
| Employer contribution / active EE | $2,493 | $4,216-40.9% | $3,870-35.6% | $4,663-46.5% |
| Participant deferral / active EE | $6,885 | $5,621+22.5% | $5,060+36.1% | $6,691+2.9% |
| Admin fee / account holder | $2,164 | $9,750-77.8% | $8,391-74.2% | $13,402-83.9% |