Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,745 | $165,381-77.8% | $149,730-75.5% | $158,966-76.9% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 27.73% | 348.29%-320.6pp | 276.70%-249.0pp | 302.95%-275.2pp |
| Employer contribution / active EE | $3,038 | $5,104-40.5% | $4,645-34.6% | $4,762-36.2% |
| Participant deferral / active EE | $5,336 | $7,182-25.7% | $6,843-22.0% | $5,983-10.8% |
| Admin fee / account holder | $442 | $10,809-95.9% | $9,310-95.3% | $11,250-96.1% |