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 | $64,828 | $110,410-41.3% | $102,437-36.7% | $145,897-55.6% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 38.93% | 24.85%+14.1pp | 24.95%+14.0pp | 552.29%-513.4pp |
| Employer contribution / active EE | $1,991 | $4,217-52.8% | $3,871-48.6% | $4,663-57.3% |
| Participant deferral / active EE | $3,658 | $5,622-34.9% | $5,060-27.7% | $6,689-45.3% |
| Admin fee / account holder | $11,779 | $9,745+20.9% | $8,388+40.4% | $13,390-12.0% |