Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,838 | $96,731-47.4% | $123,973-59.0% | $86,983-41.6% |
| Participation rate | 30.0% | 70.0%-40.0pp | 76.7%-46.7pp | 69.5%-39.5pp |
| Annual return | 18.42% | 17.33%+1.1pp | 388.13%-369.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $1,429 | $3,297-56.6% | $4,126-65.4% | $2,584-44.7% |
| Participant deferral / active EE | $4,505 | $4,152+8.5% | $5,247-14.1% | $4,194+7.4% |
| Admin fee / account holder | $603 | $8,722-93.1% | $11,799-94.9% | $7,856-92.3% |