Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,235 | $129,737-52.8% | $119,126-48.6% | $154,746-60.4% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 23.75% | 379.08%-355.3pp | 282.11%-258.4pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,763 | $4,375-59.7% | $4,034-56.3% | $4,379-59.7% |
| Participant deferral / active EE | $4,643 | $5,842-20.5% | $5,318-12.7% | $6,730-31.0% |
| Admin fee / account holder | $630 | $11,961-94.7% | $10,693-94.1% | $14,365-95.6% |