Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $69,190 | $98,776-30.0% | $149,745-53.8% | $79,856-13.4% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 25.92% | 27.38%-1.5pp | 276.72%-250.8pp | 31.71%-5.8pp |
| Employer contribution / active EE | $3,346 | $3,217+4.0% | $4,646-28.0% | $2,471+35.4% |
| Participant deferral / active EE | $7,924 | $5,681+39.5% | $6,843+15.8% | $3,741+111.8% |
| Admin fee / account holder | $3,332 | $6,053-44.9% | $9,312-64.2% | $5,306-37.2% |