Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $72,262 | $124,980-42.2% | $108,359-33.3% | $154,746-53.3% |
| Participation rate | 52.4% | 75.2%-22.8pp | 70.1%-17.7pp | 80.7%-28.3pp |
| Annual return | 18.66% | 45.00%-26.3pp | 36.89%-18.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,424 | $2,851-50.0% | $2,399-40.7% | $4,379-67.5% |
| Participant deferral / active EE | $3,997 | $4,743-15.7% | $4,137-3.4% | $6,730-40.6% |
| Admin fee / account holder | $2,342 | $11,502-79.6% | $9,741-76.0% | $14,365-83.7% |