Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,941 | $110,307-36.6% | $96,576-27.6% | $139,456-49.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 12.18% | 26.40%-14.2pp | 25.87%-13.7pp | 373.45%-361.3pp |
| Employer contribution / active EE | $2,244 | $3,619-38.0% | $2,965-24.3% | $4,753-52.8% |
| Participant deferral / active EE | $5,128 | $5,547-7.6% | $4,851+5.7% | $6,711-23.6% |
| Admin fee / account holder | $24,035 | $11,597+107.2% | $8,253+191.2% | $11,407+110.7% |