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 | $68,172 | $156,398-56.4% | $147,318-53.7% | $138,895-50.9% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 18.67% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,831 | $4,853-21.1% | $4,593-16.6% | $4,194-8.7% |
| Participant deferral / active EE | $5,995 | $8,237-27.2% | $7,906-24.2% | $6,396-6.3% |
| Admin fee / account holder | $2,142 | $14,976-85.7% | $13,708-84.4% | $12,562-82.9% |