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 | $82,572 | $89,259-7.5% | $107,187-23.0% | $82,637-0.1% |
| Participation rate | 67.9% | 67.9%-0.1pp | 75.0%-7.2pp | 68.1%-0.2pp |
| Annual return | 16.74% | 21.02%-4.3pp | 204.55%-187.8pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,263 | $3,080-26.5% | $3,782-40.2% | $2,552-11.3% |
| Participant deferral / active EE | $2,560 | $4,037-36.6% | $5,096-49.8% | $4,126-37.9% |
| Admin fee / account holder | $4,212 | $7,381-42.9% | $9,162-54.0% | $7,339-42.6% |