Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,942 | $181,062-61.9% | $158,223-56.4% | $155,188-55.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 19.13% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,768 | $4,565-39.4% | $4,109-32.6% | $4,248-34.8% |
| Participant deferral / active EE | $11,911 | $6,134+94.2% | $5,467+117.9% | $6,531+82.4% |
| Admin fee / account holder | $7,066 | $18,825-62.5% | $16,047-56.0% | $14,480-51.2% |