Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $85,215 | $114,119-25.3% | $107,187-20.5% | $138,895-38.6% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 79.9%-16.8pp |
| Annual return | 19.31% | 273.21%-253.9pp | 204.55%-185.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,472 | $4,059-39.1% | $3,782-34.7% | $4,194-41.1% |
| Participant deferral / active EE | $5,632 | $5,538+1.7% | $5,096+10.5% | $6,396-11.9% |
| Admin fee / account holder | $433 | $10,024-95.7% | $9,162-95.3% | $12,562-96.6% |