Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $80,457 | $185,312-56.6% | $161,489-50.2% | $154,746-48.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.89% | 103.84%-82.0pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $2,626 | $4,769-44.9% | $4,268-38.5% | $4,379-40.0% |
| Participant deferral / active EE | $9,933 | $6,350+56.4% | $5,630+76.4% | $6,730+47.6% |
| Admin fee / account holder | $547 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |