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 | $44,866 | $72,071-37.7% | $68,368-34.4% | $137,256-67.3% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 17.60% | 353.14%-335.5pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,826 | $2,788-34.5% | $2,649-31.1% | $4,156-56.1% |
| Participant deferral / active EE | $7,059 | $4,410+60.1% | $4,123+71.2% | $6,407+10.2% |
| Admin fee / account holder | $722 | $5,336-86.5% | $5,150-86.0% | $12,270-94.1% |