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 | $34,838 | $82,133-57.6% | $147,318-76.4% | $64,097-45.6% |
| Participation rate | 62.0% | 62.3%-0.3pp | 82.1%-20.1pp | 55.2%+6.8pp |
| Annual return | 24.07% | 78.78%-54.7pp | 70.43%-46.4pp | 34.64%-10.6pp |
| Employer contribution / active EE | $2,240 | $2,872-22.0% | $4,593-51.2% | $1,891+18.4% |
| Participant deferral / active EE | $3,988 | $5,407-26.2% | $7,906-49.6% | $3,080+29.5% |
| Admin fee / account holder | $5,455 | $3,730+46.3% | $13,708-60.2% | $3,454+57.9% |