Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,214 | $93,589-53.8% | $135,942-68.2% | $75,181-42.5% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 40.10% | 30.90%+9.2pp | 68.28%-28.2pp | 160.69%-120.6pp |
| Employer contribution / active EE | $2,513 | $3,537-29.0% | $4,858-48.3% | $2,671-5.9% |
| Participant deferral / active EE | $5,978 | $6,405-6.7% | $7,759-23.0% | $4,126+44.9% |
| Admin fee / account holder | $2,026 | $6,977-71.0% | $10,764-81.2% | $5,650-64.1% |