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 | $79,333 | $156,398-49.3% | $147,318-46.1% | $138,895-42.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 21.25% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,056 | $4,853-57.6% | $4,593-55.2% | $4,194-51.0% |
| Participant deferral / active EE | $3,696 | $8,237-55.1% | $7,906-53.3% | $6,396-42.2% |
| Admin fee / account holder | $6,185 | $14,976-58.7% | $13,708-54.9% | $12,562-50.8% |