Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,160 | $178,174-62.3% | $156,181-57.0% | $137,256-51.1% |
| Participation rate | 35.0% | 82.0%-47.0pp | 78.8%-43.8pp | 80.0%-45.0pp |
| Annual return | 19.30% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,028 | $4,972-59.2% | $4,294-52.8% | $4,156-51.2% |
| Participant deferral / active EE | $2,239 | $6,888-67.5% | $6,132-63.5% | $6,407-65.1% |
| Admin fee / account holder | $3,174 | $17,404-81.8% | $14,586-78.2% | $12,270-74.1% |