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 | $65,277 | $154,228-57.7% | $145,433-55.1% | $137,256-52.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 19.34% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $17,909 | $4,804+272.8% | $4,554+293.2% | $4,156+330.9% |
| Participant deferral / active EE | $14,656 | $8,216+78.4% | $7,897+85.6% | $6,407+128.8% |
| Admin fee / account holder | $6,698 | $14,344-53.3% | $13,129-49.0% | $12,270-45.4% |