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 | $44,821 | $88,672-49.5% | $105,223-57.4% | $82,448-45.6% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 20.05% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $896 | $3,048-70.6% | $3,689-75.7% | $2,551-64.9% |
| Participant deferral / active EE | $3,319 | $4,036-17.8% | $5,072-34.6% | $4,139-19.8% |
| Admin fee / account holder | $945 | $7,146-86.8% | $8,859-89.3% | $7,234-86.9% |