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 | $69,197 | $110,379-37.3% | $102,412-32.4% | $145,884-52.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 12.14% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,336 | $4,216-44.6% | $3,870-39.6% | $4,662-49.9% |
| Participant deferral / active EE | $5,640 | $5,622+0.3% | $5,060+11.5% | $6,690-15.7% |
| Admin fee / account holder | $2,224 | $9,745-77.2% | $8,388-73.5% | $13,392-83.4% |