Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,928 | $184,014-55.5% | $161,149-49.2% | $138,895-41.0% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.8%-15.2pp | 79.9%-16.3pp |
| Annual return | 18.32% | 21.52%-3.2pp | 21.16%-2.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,359 | $5,055-53.3% | $4,360-45.9% | $4,194-43.8% |
| Participant deferral / active EE | $7,955 | $6,909+15.1% | $6,153+29.3% | $6,396+24.4% |
| Admin fee / account holder | $602 | $18,027-96.7% | $15,194-96.0% | $12,562-95.2% |