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 | $50,183 | $136,860-63.3% | $120,344-58.3% | $154,746-67.6% |
| Participation rate | 69.6% | 79.9%-10.3pp | 76.7%-7.1pp | 80.7%-11.1pp |
| Annual return | 15.82% | 21.38%-5.6pp | 20.30%-4.5pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,548 | $3,533-27.9% | $3,020-15.6% | $4,379-41.8% |
| Participant deferral / active EE | $4,457 | $5,793-23.1% | $5,135-13.2% | $6,730-33.8% |
| Admin fee / account holder | $1,285 | $15,393-91.7% | $12,742-89.9% | $14,365-91.1% |