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 | $50,455 | $129,737-61.1% | $119,126-57.6% | $154,746-67.4% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 18.57% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,947 | $4,375-55.5% | $4,034-51.7% | $4,379-55.5% |
| Participant deferral / active EE | $3,163 | $5,842-45.9% | $5,318-40.5% | $6,730-53.0% |
| Admin fee / account holder | $14,932 | $11,961+24.8% | $10,693+39.6% | $14,365+3.9% |