Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,418 | $61,815-23.3% | $97,295-51.3% | $80,959-41.4% |
| Participation rate | 41.9% | 63.5%-21.6pp | 72.7%-30.8pp | 67.7%-25.8pp |
| Annual return | 29.73% | -558.73%+588.5pp | 75.62%-45.9pp | 35.67%-5.9pp |
| Employer contribution / active EE | $1,429 | $1,836-22.2% | $2,723-47.5% | $2,757-48.2% |
| Participant deferral / active EE | $2,122 | $3,027-29.9% | $4,264-50.2% | $4,300-50.7% |
| Admin fee / account holder | $8,869 | $5,166+71.7% | $5,646+57.1% | $6,925+28.1% |