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 | $75,988 | $178,174-57.4% | $156,181-51.3% | $137,256-44.6% |
| Participation rate | 46.7% | 82.0%-35.4pp | 78.8%-32.2pp | 80.0%-33.3pp |
| Annual return | 14.50% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,248 | $4,972-34.7% | $4,294-24.3% | $4,156-21.8% |
| Participant deferral / active EE | $7,812 | $6,888+13.4% | $6,132+27.4% | $6,407+21.9% |
| Admin fee / account holder | $2,901 | $17,404-83.3% | $14,586-80.1% | $12,270-76.4% |