Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,017 | $73,532-22.5% | $178,505-68.1% | $74,478-23.4% |
| Participation rate | 39.6% | 66.6%-27.0pp | 77.1%-37.5pp | 67.2%-27.6pp |
| Annual return | 13.41% | 17.49%-4.1pp | 27.16%-13.7pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,139 | $2,221-3.7% | $3,955-45.9% | $2,626-18.5% |
| Participant deferral / active EE | $3,680 | $4,519-18.6% | $6,280-41.4% | $4,350-15.4% |
| Admin fee / account holder | $4,532 | $1,813+150.1% | $10,428-56.5% | $1,946+132.9% |