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 | $41,547 | $114,119-63.6% | $107,187-61.2% | $138,895-70.1% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 15.62% | 273.21%-257.6pp | 204.55%-188.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,969 | $4,059-51.5% | $3,782-48.0% | $4,194-53.1% |
| Participant deferral / active EE | $3,201 | $5,538-42.2% | $5,096-37.2% | $6,396-50.0% |
| Admin fee / account holder | $2,875 | $10,024-71.3% | $9,162-68.6% | $12,562-77.1% |