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 | $44,198 | $88,672-50.2% | $105,223-58.0% | $82,448-46.4% |
| Participation rate | 68.9% | 67.9%+0.9pp | 75.0%-6.2pp | 68.1%+0.8pp |
| Annual return | 19.20% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,981 | $3,048-35.0% | $3,689-46.3% | $2,551-22.3% |
| Participant deferral / active EE | $3,113 | $4,036-22.9% | $5,072-38.6% | $4,139-24.8% |
| Admin fee / account holder | $1,892 | $7,146-73.5% | $8,859-78.6% | $7,234-73.8% |