Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,259 | $142,354-71.7% | $125,529-67.9% | $155,188-74.1% |
| Participation rate | 68.4% | 78.1%-9.6pp | 74.7%-6.3pp | 80.8%-12.4pp |
| Annual return | 14.17% | 306.06%-291.9pp | 202.56%-188.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,596 | $3,501-25.8% | $3,058-15.1% | $4,248-38.9% |
| Participant deferral / active EE | $5,730 | $5,491+4.4% | $4,813+19.1% | $6,531-12.3% |
| Admin fee / account holder | $3,101 | $19,392-84.0% | $16,298-81.0% | $14,480-78.6% |