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 | $66,393 | $110,337-39.8% | $102,383-35.2% | $145,877-54.5% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 17.99% | 24.83%-6.8pp | 24.94%-6.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $2,772 | $4,216-34.2% | $3,870-28.4% | $4,663-40.5% |
| Participant deferral / active EE | $5,809 | $5,621+3.3% | $5,060+14.8% | $6,691-13.2% |
| Admin fee / account holder | $2,158 | $9,750-77.9% | $8,391-74.3% | $13,402-83.9% |