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 | $51,968 | $93,345-44.3% | $119,126-56.4% | $87,485-40.6% |
| Participation rate | 58.1% | 68.7%-10.7pp | 75.8%-17.7pp | 68.9%-10.9pp |
| Annual return | 16.59% | 19.08%-2.5pp | 282.11%-265.5pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,203 | $3,172-30.6% | $4,034-45.4% | $2,596-15.2% |
| Participant deferral / active EE | $4,935 | $4,099+20.4% | $5,318-7.2% | $4,274+15.5% |
| Admin fee / account holder | $7,413 | $8,039-7.8% | $10,693-30.7% | $7,775-4.7% |