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 | $53,966 | $156,398-65.5% | $147,318-63.4% | $138,895-61.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.27% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,874 | $4,853-61.4% | $4,593-59.2% | $4,194-55.3% |
| Participant deferral / active EE | $6,862 | $8,237-16.7% | $7,906-13.2% | $6,396+7.3% |
| Admin fee / account holder | $342 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |