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 | $37,266 | $166,131-77.6% | $164,975-77.4% | $145,877-74.5% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.6%-40.2pp | 80.3%-41.8pp |
| Annual return | 12.27% | 100.37%-88.1pp | 70.12%-57.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,559 | $5,276-70.4% | $4,343-64.1% | $4,663-66.6% |
| Participant deferral / active EE | $5,444 | $6,962-21.8% | $6,033-9.8% | $6,691-18.6% |
| Admin fee / account holder | $1,044 | $16,648-93.7% | $12,688-91.8% | $13,402-92.2% |