Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,683 | $162,136-70.0% | $152,301-68.0% | $154,746-68.5% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 21.45% | 91.02%-69.6pp | 80.50%-59.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,308 | $4,890-52.8% | $4,624-50.1% | $4,379-47.3% |
| Participant deferral / active EE | $3,861 | $8,341-53.7% | $8,004-51.8% | $6,730-42.6% |
| Admin fee / account holder | $740 | $15,759-95.3% | $14,398-94.9% | $14,365-94.9% |