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 | $48,578 | $90,170-46.1% | $150,734-67.8% | $69,733-30.3% |
| Participation rate | 59.8% | 60.2%-0.4pp | 78.4%-18.6pp | 62.5%-2.6pp |
| Annual return | 25.97% | 16.56%+9.4pp | 600.81%-574.8pp | 15.22%+10.7pp |
| Employer contribution / active EE | $2,404 | $3,428-29.9% | $4,918-51.1% | $2,250+6.8% |
| Participant deferral / active EE | $5,232 | $3,086+69.5% | $5,610-6.7% | $3,054+71.3% |
| Admin fee / account holder | $5,767 | $4,600+25.4% | $14,905-61.3% | $3,102+85.9% |