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 | $46,483 | $185,856-75.0% | $170,028-72.7% | $139,456-66.7% |
| Participation rate | 54.5% | 87.8%-33.2pp | 87.0%-32.5pp | 80.3%-25.8pp |
| Annual return | 21.74% | 60.52%-38.8pp | 53.39%-31.6pp | 373.45%-351.7pp |
| Employer contribution / active EE | $2,018 | $7,593-73.4% | $6,788-70.3% | $4,753-57.5% |
| Participant deferral / active EE | $6,391 | $11,623-45.0% | $10,409-38.6% | $6,711-4.8% |
| Admin fee / account holder | $1,983 | $15,387-87.1% | $12,820-84.5% | $11,407-82.6% |