Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,850 | $111,814-61.7% | $103,378-58.6% | $145,978-70.6% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 11.70% | 24.80%-13.1pp | 24.91%-13.2pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,235 | $4,215-47.0% | $3,870-42.2% | $4,662-52.1% |
| Participant deferral / active EE | $5,780 | $5,618+2.9% | $5,058+14.3% | $6,690-13.6% |
| Admin fee / account holder | $8,597 | $9,764-12.0% | $8,401+2.3% | $13,400-35.8% |