Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,029 | $157,304-69.5% | $141,197-66.0% | $152,909-68.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 26.87% | 64.34%-37.5pp | 71.41%-44.5pp | 345.46%-318.6pp |
| Employer contribution / active EE | $2,621 | $5,263-50.2% | $4,736-44.7% | $4,764-45.0% |
| Participant deferral / active EE | $4,822 | $7,111-32.2% | $6,710-28.1% | $5,851-17.6% |
| Admin fee / account holder | $363 | $12,126-97.0% | $10,265-96.5% | $11,601-96.9% |