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 | $31,409 | $148,623-78.9% | $135,974-76.9% | $139,466-77.5% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 18.63% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,771 | $5,246-47.2% | $4,859-43.0% | $4,754-41.7% |
| Participant deferral / active EE | $4,235 | $8,103-47.7% | $7,760-45.4% | $6,712-36.9% |
| Admin fee / account holder | $2,874 | $12,406-76.8% | $10,767-73.3% | $11,409-74.8% |