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 | $61,890 | $73,978-16.3% | $96,515-35.9% | $75,173-17.7% |
| Participation rate | 55.2% | 66.4%-11.3pp | 74.3%-19.2pp | 67.2%-12.0pp |
| Annual return | 17.94% | 26.72%-8.8pp | 35.73%-17.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $3,033 | $2,931+3.5% | $3,740-18.9% | $2,671+13.6% |
| Participant deferral / active EE | $6,448 | $3,660+76.2% | $4,880+32.1% | $4,126+56.3% |
| Admin fee / account holder | $10,269 | $5,219+96.8% | $6,735+52.5% | $5,651+81.7% |