Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,368 | $129,737-72.7% | $119,126-70.3% | $154,746-77.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.38% | 379.08%-361.7pp | 282.11%-264.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,109 | $4,375-51.8% | $4,034-47.7% | $4,379-51.8% |
| Participant deferral / active EE | $6,088 | $5,842+4.2% | $5,318+14.5% | $6,730-9.5% |
| Admin fee / account holder | $4,178 | $11,961-65.1% | $10,693-60.9% | $14,365-70.9% |