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 | $58,888 | $208,088-71.7% | $186,193-68.4% | $154,746-61.9% |
| Participation rate | 45.8% | 80.0%-34.2pp | 77.1%-31.3pp | 80.7%-34.9pp |
| Annual return | 26.98% | 89.97%-63.0pp | 78.03%-51.0pp | 172.34%-145.4pp |
| Employer contribution / active EE | $2,051 | $4,340-52.7% | $3,918-47.6% | $4,379-53.2% |
| Participant deferral / active EE | $4,139 | $7,078-41.5% | $6,513-36.4% | $6,730-38.5% |
| Admin fee / account holder | $3,589 | $11,698-69.3% | $11,058-67.5% | $14,365-75.0% |