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 | $43,713 | $117,846-62.9% | $102,434-57.3% | $145,884-70.0% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 11.94% | 31.90%-20.0pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,567 | $3,615-56.6% | $3,023-48.2% | $4,662-66.4% |
| Participant deferral / active EE | $4,553 | $5,733-20.6% | $5,055-9.9% | $6,690-31.9% |
| Admin fee / account holder | $999 | $13,356-92.5% | $9,462-89.4% | $13,392-92.5% |