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 | $56,832 | $106,280-46.5% | $96,538-41.1% | $139,487-59.3% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 14.37% | 38.48%-24.1pp | 35.74%-21.4pp | 373.84%-359.5pp |
| Employer contribution / active EE | $4,347 | $4,107+5.8% | $3,740+16.2% | $4,755-8.6% |
| Participant deferral / active EE | $9,709 | $5,457+77.9% | $4,880+98.9% | $6,713+44.6% |
| Admin fee / account holder | $5,728 | $7,888-27.4% | $6,737-15.0% | $11,407-49.8% |