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 | $36,572 | $105,960-65.5% | $81,726-55.3% | $158,982-77.0% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.0%-34.5pp | 82.0%-44.5pp |
| Annual return | 12.38% | 38.19%-25.8pp | 29.49%-17.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,802 | $7,805-64.1% | $4,311-35.0% | $4,763-41.2% |
| Participant deferral / active EE | $6,111 | $13,011-53.0% | $7,108-14.0% | $5,983+2.1% |
| Admin fee / account holder | $17,915 | $8,494+110.9% | $5,160+247.2% | $11,252+59.2% |