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 | $40,322 | $102,385-60.6% | $147,080-72.6% | $80,935-50.2% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 27.54% | 135.09%-107.5pp | 420.17%-392.6pp | 35.66%-8.1pp |
| Employer contribution / active EE | $2,368 | $3,717-36.3% | $4,933-52.0% | $2,757-14.1% |
| Participant deferral / active EE | $6,749 | $6,651+1.5% | $8,066-16.3% | $4,299+57.0% |
| Admin fee / account holder | $4,509 | $7,951-43.3% | $12,989-65.3% | $6,924-34.9% |