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 | $30,207 | $102,422-70.5% | $147,117-79.5% | $80,959-62.7% |
| Participation rate | 55.9% | 75.9%-19.9pp | 82.2%-26.3pp | 67.7%-11.7pp |
| Annual return | 14.87% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,188 | $3,717-41.1% | $4,932-55.6% | $2,757-20.6% |
| Participant deferral / active EE | $3,599 | $6,652-45.9% | $8,065-55.4% | $4,300-16.3% |
| Admin fee / account holder | $1,920 | $7,953-75.9% | $12,993-85.2% | $6,925-72.3% |