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 | $66,263 | $99,053-33.1% | $88,179-24.9% | $138,895-52.3% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.1%-23.0pp | 79.9%-33.8pp |
| Annual return | 16.64% | 78.17%-61.5pp | 64.97%-48.3pp | 145.39%-128.8pp |
| Employer contribution / active EE | $724 | $2,882-74.9% | $2,549-71.6% | $4,194-82.7% |
| Participant deferral / active EE | $2,927 | $5,225-44.0% | $4,614-36.6% | $6,396-54.2% |
| Admin fee / account holder | $2,530 | $8,748-71.1% | $7,673-67.0% | $12,562-79.9% |