Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $66,316 | $105,284-37.0% | $150,734-56.0% | $94,015-29.5% |
| Participation rate | 64.3% | 71.7%-7.4pp | 78.4%-14.2pp | 70.8%-6.5pp |
| Annual return | 21.16% | 15.67%+5.5pp | 600.81%-579.6pp | 17.84%+3.3pp |
| Employer contribution / active EE | $2,344 | $3,599-34.9% | $4,918-52.3% | $2,790-16.0% |
| Participant deferral / active EE | $5,926 | $4,274+38.7% | $5,610+5.6% | $4,249+39.4% |
| Admin fee / account holder | $725 | $9,839-92.6% | $14,905-95.1% | $8,951-91.9% |