Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,988 | $111,535-57.9% | $105,223-55.3% | $137,256-65.8% |
| Participation rate | 42.1% | 78.1%-36.0pp | 75.0%-32.9pp | 80.0%-37.9pp |
| Annual return | 18.75% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,088 | $3,939-72.4% | $3,689-70.5% | $4,156-73.8% |
| Participant deferral / active EE | $1,997 | $5,500-63.7% | $5,072-60.6% | $6,407-68.8% |
| Admin fee / account holder | $6,904 | $9,721-29.0% | $8,859-22.1% | $12,270-43.7% |