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 | $49,508 | $54,717-9.5% | $86,216-42.6% | $71,511-30.8% |
| Participation rate | 47.5% | 60.1%-12.6pp | 69.0%-21.4pp | 67.9%-20.4pp |
| Annual return | 22.39% | 20.07%+2.3pp | 1169.42%-1147.0pp | 28.86%-6.5pp |
| Employer contribution / active EE | $3,549 | $1,267+180.1% | $2,382+49.0% | $2,589+37.1% |
| Participant deferral / active EE | $1,526 | $3,110-50.9% | $3,986-61.7% | $4,291-64.4% |
| Admin fee / account holder | $1,104 | $1,922-42.5% | $6,853-83.9% | $1,588-30.5% |