Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $115,353 | $172,111-33.0% | $150,298-23.3% | $137,256-16.0% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 19.84% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $7,050 | $4,636+52.1% | $4,154+69.7% | $4,156+69.6% |
| Participant deferral / active EE | $4,575 | $6,166-25.8% | $5,453-16.1% | $6,407-28.6% |
| Admin fee / account holder | $2,323 | $16,471-85.9% | $14,116-83.5% | $12,270-81.1% |