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 | $56,253 | $134,817-58.3% | $123,973-54.6% | $155,188-63.8% |
| Participation rate | 41.2% | 79.4%-38.2pp | 76.7%-35.5pp | 80.8%-39.6pp |
| Annual return | 17.69% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,987 | $4,425-55.1% | $4,126-51.8% | $4,248-53.2% |
| Participant deferral / active EE | $2,020 | $5,706-64.6% | $5,247-61.5% | $6,531-69.1% |
| Admin fee / account holder | $9,447 | $13,245-28.7% | $11,799-19.9% | $14,480-34.8% |