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 | $56,972 | $114,119-50.1% | $107,187-46.8% | $138,895-59.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 15.72% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,587 | $4,059-36.3% | $3,782-31.6% | $4,194-38.3% |
| Participant deferral / active EE | $6,899 | $5,538+24.6% | $5,096+35.4% | $6,396+7.9% |
| Admin fee / account holder | $650 | $10,024-93.5% | $9,162-92.9% | $12,562-94.8% |