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 | $46,973 | $99,053-52.6% | $88,179-46.7% | $138,895-66.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 17.43% | 78.17%-60.7pp | 64.97%-47.5pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,060 | $2,882-28.5% | $2,549-19.2% | $4,194-50.9% |
| Participant deferral / active EE | $3,894 | $5,225-25.5% | $4,614-15.6% | $6,396-39.1% |
| Admin fee / account holder | $344 | $8,748-96.1% | $7,673-95.5% | $12,562-97.3% |