Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,319 | $102,938-34.6% | $94,105-28.5% | $138,895-51.5% |
| Participation rate | 63.2% | 74.6%-11.5pp | 71.9%-8.8pp | 79.9%-16.8pp |
| Annual return | 12.02% | 250.28%-238.3pp | 204.55%-192.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,636 | $2,732-40.1% | $2,504-34.7% | $4,194-61.0% |
| Participant deferral / active EE | $3,842 | $4,196-8.4% | $3,881-1.0% | $6,396-39.9% |
| Admin fee / account holder | $8,248 | $6,600+25.0% | $6,199+33.0% | $12,562-34.3% |