Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,151 | $93,598-46.4% | $135,974-63.1% | $75,173-33.3% |
| Participation rate | 50.9% | 75.2%-24.3pp | 81.9%-31.0pp | 67.2%-16.3pp |
| Annual return | 43.05% | 30.89%+12.2pp | 68.30%-25.3pp | 160.72%-117.7pp |
| Employer contribution / active EE | $3,315 | $3,538-6.3% | $4,859-31.8% | $2,671+24.1% |
| Participant deferral / active EE | $7,453 | $6,405+16.4% | $7,760-4.0% | $4,126+80.6% |
| Admin fee / account holder | $2,439 | $6,978-65.0% | $10,767-77.3% | $5,651-56.8% |