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 | $38,719 | $111,814-65.4% | $103,378-62.5% | $145,978-73.5% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 20.29% | 24.80%-4.5pp | 24.91%-4.6pp | 550.52%-530.2pp |
| Employer contribution / active EE | $1,681 | $4,215-60.1% | $3,870-56.6% | $4,662-63.9% |
| Participant deferral / active EE | $3,900 | $5,618-30.6% | $5,058-22.9% | $6,690-41.7% |
| Admin fee / account holder | $3,117 | $9,764-68.1% | $8,401-62.9% | $13,400-76.7% |