Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,437 | $183,539-75.8% | $155,556-71.4% | $145,897-69.5% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 11.81% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,351 | $5,315-74.6% | $4,675-71.1% | $4,663-71.0% |
| Participant deferral / active EE | $4,165 | $6,467-35.6% | $5,631-26.0% | $6,689-37.7% |
| Admin fee / account holder | $2,433 | $19,275-87.4% | $15,885-84.7% | $13,390-81.8% |