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 | $59,674 | $110,307-45.9% | $96,576-38.2% | $139,456-57.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 21.19% | 26.40%-5.2pp | 25.87%-4.7pp | 373.45%-352.3pp |
| Employer contribution / active EE | $2,891 | $3,619-20.1% | $2,965-2.5% | $4,753-39.2% |
| Participant deferral / active EE | $7,880 | $5,547+42.0% | $4,851+62.4% | $6,711+17.4% |
| Admin fee / account holder | $824 | $11,597-92.9% | $8,253-90.0% | $11,407-92.8% |