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 | $71,682 | $112,729-36.4% | $98,716-27.4% | $137,256-47.8% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 19.76% | 38.48%-18.7pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,383 | $2,725+24.1% | $2,279+48.5% | $4,156-18.6% |
| Participant deferral / active EE | $9,452 | $4,640+103.7% | $4,048+133.5% | $6,407+47.5% |
| Admin fee / account holder | $557 | $10,129-94.5% | $8,703-93.6% | $12,270-95.5% |