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 | $38,713 | $79,223-51.1% | $102,460-62.2% | $74,478-48.0% |
| Participation rate | 47.8% | 74.8%-26.9pp | 76.5%-28.7pp | 67.2%-19.4pp |
| Annual return | 18.36% | 54.98%-36.6pp | 29.47%-11.1pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $1,641 | $2,363-30.6% | $3,025-45.8% | $2,626-37.5% |
| Participant deferral / active EE | $2,682 | $4,417-39.3% | $5,056-47.0% | $4,350-38.4% |
| Admin fee / account holder | $5,430 | $2,003+171.1% | $9,460-42.6% | $1,946+179.1% |