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 | $88,552 | $63,703+39.0% | $93,063-4.8% | $82,448+7.4% |
| Participation rate | 53.3% | 63.8%-10.5pp | 72.1%-18.8pp | 68.1%-14.7pp |
| Annual return | 25.73% | -775.43%+801.2pp | 34.15%-8.4pp | 41.64%-15.9pp |
| Employer contribution / active EE | $1,723 | $1,729-0.3% | $2,476-30.4% | $2,551-32.5% |
| Participant deferral / active EE | $3,857 | $2,919+32.1% | $3,958-2.6% | $4,139-6.8% |
| Admin fee / account holder | $728 | $5,982-87.8% | $6,033-87.9% | $7,234-89.9% |