Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,474 | $157,296-72.4% | $141,191-69.2% | $152,897-71.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 29.64% | 64.34%-34.7pp | 71.41%-41.8pp | 345.43%-315.8pp |
| Employer contribution / active EE | $2,146 | $5,262-59.2% | $4,736-54.7% | $4,764-55.0% |
| Participant deferral / active EE | $7,147 | $7,111+0.5% | $6,710+6.5% | $5,851+22.1% |
| Admin fee / account holder | $1,340 | $12,125-88.9% | $10,264-86.9% | $11,599-88.4% |