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 | $86,458 | $108,882-20.6% | $96,754-10.6% | $154,746-44.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 18.17% | 98.39%-80.2pp | 82.04%-63.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,786 | $3,018-7.7% | $2,679+4.0% | $4,379-36.4% |
| Participant deferral / active EE | $1,923 | $5,323-63.9% | $4,758-59.6% | $6,730-71.4% |
| Admin fee / account holder | $718 | $10,200-93.0% | $8,905-91.9% | $14,365-95.0% |