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 | $61,474 | $41,150+49.4% | $80,607-23.7% | $71,495-14.0% |
| Participation rate | 35.9% | 50.3%-14.4pp | 67.0%-31.1pp | 67.9%-32.0pp |
| Annual return | 22.84% | 38.48%-15.6pp | 936.11%-913.3pp | 28.85%-6.0pp |
| Employer contribution / active EE | $2,016 | $1,515+33.1% | $2,724-26.0% | $2,589-22.1% |
| Participant deferral / active EE | $3,016 | $2,701+11.6% | $4,448-32.2% | $4,291-29.7% |
| Admin fee / account holder | $2,411 | $1,841+31.0% | $5,379-55.2% | $1,588+51.9% |