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 | $60,203 | $106,749-43.6% | $145,433-58.6% | $82,448-27.0% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%0pp |
| Annual return | 42.70% | 27.59%+15.1pp | 66.58%-23.9pp | 41.64%+1.1pp |
| Employer contribution / active EE | $3,399 | $3,444-1.3% | $4,554-25.4% | $2,551+33.2% |
| Participant deferral / active EE | $7,514 | $6,519+15.3% | $7,897-4.9% | $4,139+81.5% |
| Admin fee / account holder | $12,531 | $8,390+49.4% | $13,129-4.6% | $7,234+73.2% |