Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,103 | $48,337-17.0% | $67,560-40.6% | $80,959-50.5% |
| Participation rate | 56.0% | 66.4%-10.4pp | 72.9%-16.9pp | 67.7%-11.7pp |
| Annual return | 17.26% | 18.26%-1.0pp | 3533.50%-3516.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,129 | $2,023+5.3% | $2,737-22.2% | $2,757-22.8% |
| Participant deferral / active EE | $6,188 | $2,928+111.3% | $4,004+54.6% | $4,300+43.9% |
| Admin fee / account holder | $1,518 | $3,695-58.9% | $3,994-62.0% | $6,925-78.1% |