Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $73,063 | $209,336-65.1% | $197,124-62.9% | $137,256-46.8% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 18.77% | 48.09%-29.3pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,274 | $6,591-50.3% | $6,227-47.4% | $4,156-21.2% |
| Participant deferral / active EE | $6,270 | $9,614-34.8% | $9,135-31.4% | $6,407-2.1% |
| Admin fee / account holder | $6,048 | $17,308-65.1% | $16,298-62.9% | $12,270-50.7% |