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 | $42,624 | $98,776-56.8% | $149,745-71.5% | $79,856-46.6% |
| Participation rate | 56.2% | 75.8%-19.6pp | 82.5%-26.3pp | 69.6%-13.5pp |
| Annual return | 22.65% | 27.38%-4.7pp | 276.72%-254.1pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,172 | $3,217-32.5% | $4,646-53.3% | $2,471-12.1% |
| Participant deferral / active EE | $3,886 | $5,681-31.6% | $6,843-43.2% | $3,741+3.9% |
| Admin fee / account holder | $591 | $6,053-90.2% | $9,312-93.7% | $5,306-88.9% |