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 | $73,000 | $89,259-18.2% | $107,187-31.9% | $82,637-11.7% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 30.15% | 21.02%+9.1pp | 204.55%-174.4pp | 53.51%-23.4pp |
| Employer contribution / active EE | $1,976 | $3,080-35.8% | $3,782-47.7% | $2,552-22.6% |
| Participant deferral / active EE | $4,605 | $4,037+14.1% | $5,096-9.6% | $4,126+11.6% |
| Admin fee / account holder | $1,459 | $7,381-80.2% | $9,162-84.1% | $7,339-80.1% |