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 | $45,764 | $68,394-33.1% | $94,672-51.7% | $75,177-39.1% |
| Participation rate | 65.8% | 76.1%-10.3pp | 80.8%-15.0pp | 67.2%-1.4pp |
| Annual return | 19.16% | 616.92%-597.8pp | 156.89%-137.7pp | 160.75%-141.6pp |
| Employer contribution / active EE | $1,327 | $2,701-50.9% | $3,673-63.9% | $2,671-50.3% |
| Participant deferral / active EE | $3,235 | $6,536-50.5% | $7,417-56.4% | $4,126-21.6% |
| Admin fee / account holder | $2,421 | $5,326-54.5% | $7,222-66.5% | $5,651-57.2% |