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 | $48,617 | $80,674-39.7% | $119,126-59.2% | $64,340-24.4% |
| Participation rate | 36.5% | 55.2%-18.7pp | 75.8%-39.2pp | 55.2%-18.7pp |
| Annual return | 20.14% | 26.86%-6.7pp | 282.11%-262.0pp | 24.14%-4.0pp |
| Employer contribution / active EE | $1,621 | $2,564-36.8% | $4,034-59.8% | $1,862-12.9% |
| Participant deferral / active EE | $3,503 | $3,053+14.7% | $5,318-34.1% | $2,980+17.5% |
| Admin fee / account holder | $2,371 | $4,559-48.0% | $10,693-77.8% | $3,703-36.0% |