Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,897 | $81,276-4.2% | $155,574-49.9% | $80,925-3.7% |
| Participation rate | 67.6% | 66.2%+1.4pp | 78.2%-10.6pp | 67.7%0pp |
| Annual return | 72.45% | 33.36%+39.1pp | 64.87%+7.6pp | 35.65%+36.8pp |
| Employer contribution / active EE | $1,987 | $3,103-36.0% | $4,676-57.5% | $2,756-27.9% |
| Participant deferral / active EE | $2,527 | $3,453-26.8% | $5,629-55.1% | $4,299-41.2% |
| Admin fee / account holder | $549 | $7,993-93.1% | $15,914-96.6% | $6,940-92.1% |