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 | $43,293 | $166,089-73.9% | $164,928-73.8% | $145,978-70.3% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 9.86% | 100.26%-90.4pp | 70.08%-60.2pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,617 | $5,276-50.4% | $4,343-39.7% | $4,662-43.9% |
| Participant deferral / active EE | $7,787 | $6,961+11.9% | $6,034+29.1% | $6,690+16.4% |
| Admin fee / account holder | $447 | $16,641-97.3% | $12,684-96.5% | $13,400-96.7% |