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 | $78,625 | $93,345-15.8% | $119,126-34.0% | $87,485-10.1% |
| Participation rate | 38.7% | 68.7%-30.0pp | 75.8%-37.1pp | 68.9%-30.2pp |
| Annual return | 17.09% | 19.08%-2.0pp | 282.11%-265.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,433 | $3,172-23.3% | $4,034-39.7% | $2,596-6.3% |
| Participant deferral / active EE | $5,758 | $4,099+40.5% | $5,318+8.3% | $4,274+34.7% |
| Admin fee / account holder | $3,073 | $8,039-61.8% | $10,693-71.3% | $7,775-60.5% |