Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $70,581 | $174,379-59.5% | $152,093-53.6% | $138,895-49.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 21.91% | 74.86%-53.0pp | 66.36%-44.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,097 | $4,652-54.9% | $4,175-49.8% | $4,194-50.0% |
| Participant deferral / active EE | $2,173 | $6,159-64.7% | $5,451-60.1% | $6,396-66.0% |
| Admin fee / account holder | $554 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |