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 | $73,076 | $156,398-53.3% | $147,318-50.4% | $138,895-47.4% |
| Participation rate | 35.3% | 83.8%-48.5pp | 82.1%-46.8pp | 79.9%-44.6pp |
| Annual return | 17.86% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,260 | $4,853-53.4% | $4,593-50.8% | $4,194-46.1% |
| Participant deferral / active EE | $2,927 | $8,237-64.5% | $7,906-63.0% | $6,396-54.2% |
| Admin fee / account holder | $20,174 | $14,976+34.7% | $13,708+47.2% | $12,562+60.6% |