Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $80,274 | $111,814-28.2% | $103,374-22.3% | $145,959-45.0% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 20.95% | 24.77%-3.8pp | 24.89%-3.9pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,056 | $4,214-51.2% | $3,869-46.9% | $4,661-55.9% |
| Participant deferral / active EE | $2,144 | $5,618-61.8% | $5,058-57.6% | $6,689-67.9% |
| Admin fee / account holder | $1,768 | $9,754-81.9% | $8,394-78.9% | $13,398-86.8% |