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 | $36,835 | $202,463-81.8% | $169,397-78.3% | $139,487-73.6% |
| Participation rate | 55.6% | 81.1%-25.6pp | 77.2%-21.6pp | 80.3%-24.8pp |
| Annual return | 19.58% | 532.64%-513.1pp | 406.23%-386.7pp | 373.84%-354.3pp |
| Employer contribution / active EE | $1,802 | $4,694-61.6% | $4,013-55.1% | $4,755-62.1% |
| Participant deferral / active EE | $7,199 | $6,941+3.7% | $6,223+15.7% | $6,713+7.2% |
| Admin fee / account holder | $1,834 | $10,726-82.9% | $9,017-79.7% | $11,407-83.9% |