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 | $49,873 | $87,059-42.7% | $105,608-52.8% | $80,925-38.4% |
| Participation rate | 68.3% | 70.4%-2.1pp | 75.3%-7.0pp | 67.7%+0.7pp |
| Annual return | 17.25% | 17.05%+0.2pp | 116.50%-99.3pp | 35.65%-18.4pp |
| Employer contribution / active EE | $2,556 | $2,396+6.7% | $3,167-19.3% | $2,756-7.3% |
| Participant deferral / active EE | $4,142 | $3,986+3.9% | $5,010-17.3% | $4,299-3.7% |
| Admin fee / account holder | $11,525 | $8,443+36.5% | $11,028+4.5% | $6,940+66.1% |