Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,248 | $166,131-74.6% | $164,975-74.4% | $145,877-71.0% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 15.87% | 100.37%-84.5pp | 70.12%-54.3pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,685 | $5,276-49.1% | $4,343-38.2% | $4,663-42.4% |
| Participant deferral / active EE | $6,133 | $6,962-11.9% | $6,033+1.6% | $6,691-8.3% |
| Admin fee / account holder | $854 | $16,648-94.9% | $12,688-93.3% | $13,402-93.6% |