Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,940 | $175,257-66.4% | $149,717-60.6% | $139,456-57.7% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 23.34% | 166.70%-143.4pp | 134.41%-111.1pp | 373.45%-350.1pp |
| Employer contribution / active EE | $1,293 | $5,477-76.4% | $4,820-73.2% | $4,753-72.8% |
| Participant deferral / active EE | $3,075 | $6,521-52.8% | $5,682-45.9% | $6,711-54.2% |
| Admin fee / account holder | $823 | $16,156-94.9% | $13,213-93.8% | $11,407-92.8% |