Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,526 | $81,504-24.5% | $102,437-39.9% | $80,959-24.0% |
| Participation rate | 55.2% | 66.9%-11.7pp | 74.5%-19.3pp | 67.7%-12.5pp |
| Annual return | 14.55% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,681 | $3,104+18.6% | $3,871-4.9% | $2,757+33.5% |
| Participant deferral / active EE | $7,145 | $3,871+84.6% | $5,060+41.2% | $4,300+66.1% |
| Admin fee / account holder | $2,205 | $6,719-67.2% | $8,388-73.7% | $6,925-68.2% |