Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,208 | $156,398-57.7% | $147,318-55.1% | $138,895-52.3% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.5pp | 79.9%-10.4pp |
| Annual return | 17.65% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,640 | $4,853-25.0% | $4,593-20.7% | $4,194-13.2% |
| Participant deferral / active EE | $10,070 | $8,237+22.2% | $7,906+27.4% | $6,396+57.4% |
| Admin fee / account holder | $11,739 | $14,976-21.6% | $13,708-14.4% | $12,562-6.6% |