Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,923 | $117,829-72.9% | $102,423-68.8% | $145,877-78.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 14.19% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $4,430 | $3,615+22.6% | $3,023+46.6% | $4,663-5.0% |
| Participant deferral / active EE | $4,603 | $5,732-19.7% | $5,054-8.9% | $6,691-31.2% |
| Admin fee / account holder | $8,624 | $13,335-35.3% | $9,455-8.8% | $13,402-35.7% |