Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,473 | $106,749-22.7% | $145,433-43.3% | $82,4480% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 19.16% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,483 | $3,444+1.1% | $4,554-23.5% | $2,551+36.6% |
| Participant deferral / active EE | $7,645 | $6,519+17.3% | $7,897-3.2% | $4,139+84.7% |
| Admin fee / account holder | $511 | $8,390-93.9% | $13,129-96.1% | $7,234-92.9% |