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 | $70,471 | $76,407-7.8% | $150,298-53.1% | $82,448-14.5% |
| Participation rate | 53.6% | 66.4%-12.8pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 16.54% | 39.99%-23.5pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,594 | $2,614-0.7% | $4,154-37.5% | $2,551+1.7% |
| Participant deferral / active EE | $7,104 | $3,214+121.0% | $5,453+30.3% | $4,139+71.6% |
| Admin fee / account holder | $460 | $6,352-92.8% | $14,116-96.7% | $7,234-93.6% |