Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,952 | $148,623-59.0% | $135,974-55.2% | $139,466-56.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 21.74% | 79.30%-57.6pp | 68.30%-46.6pp | 373.66%-351.9pp |
| Employer contribution / active EE | $2,406 | $5,246-54.1% | $4,859-50.5% | $4,754-49.4% |
| Participant deferral / active EE | $8,601 | $8,103+6.2% | $7,760+10.8% | $6,712+28.1% |
| Admin fee / account holder | $4,399 | $12,406-64.5% | $10,767-59.1% | $11,409-61.4% |