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 | $70,756 | $99,053-28.6% | $88,179-19.8% | $138,895-49.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 15.00% | 78.17%-63.2pp | 64.97%-50.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,628 | $2,882+25.9% | $2,549+42.3% | $4,194-13.5% |
| Participant deferral / active EE | $5,558 | $5,225+6.4% | $4,614+20.5% | $6,396-13.1% |
| Admin fee / account holder | $11,131 | $8,748+27.2% | $7,673+45.1% | $12,562-11.4% |