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 | $138,312-63.7% | $122,979-59.2% | $155,188-67.7% |
| Participation rate | 69.6% | 80.2%-10.6pp | 77.2%-7.6pp | 80.8%-11.2pp |
| Annual return | 15.82% | 22.06%-6.2pp | 20.12%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,548 | $3,530-27.8% | $3,062-16.8% | $4,248-40.0% |
| Participant deferral / active EE | $4,457 | $5,592-20.3% | $5,003-10.9% | $6,531-31.8% |
| Admin fee / account holder | $1,285 | $15,089-91.5% | $12,864-90.0% | $14,480-91.1% |