Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,148 | $99,053-53.4% | $88,179-47.7% | $138,895-66.8% |
| Participation rate | 17.6% | 74.2%-56.6pp | 69.1%-51.5pp | 79.9%-62.3pp |
| Annual return | 15.21% | 78.17%-63.0pp | 64.97%-49.8pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,936 | $2,882-32.8% | $2,549-24.1% | $4,194-53.8% |
| Participant deferral / active EE | $3,564 | $5,225-31.8% | $4,614-22.7% | $6,396-44.3% |
| Admin fee / account holder | $5,331 | $8,748-39.1% | $7,673-30.5% | $12,562-57.6% |