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 | $39,087 | $148,582-73.7% | $135,942-71.2% | $139,456-72.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 23.53% | 79.26%-55.7pp | 68.28%-44.8pp | 373.45%-349.9pp |
| Employer contribution / active EE | $3,391 | $5,245-35.3% | $4,858-30.2% | $4,753-28.6% |
| Participant deferral / active EE | $6,598 | $8,101-18.6% | $7,759-15.0% | $6,711-1.7% |
| Admin fee / account holder | $845 | $12,402-93.2% | $10,764-92.2% | $11,407-92.6% |