Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,767 | $183,592-78.3% | $155,567-74.4% | $145,959-72.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 16.01% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,141 | $5,315-59.7% | $4,674-54.2% | $4,661-54.1% |
| Participant deferral / active EE | $5,815 | $6,464-10.0% | $5,628+3.3% | $6,689-13.1% |
| Admin fee / account holder | $711 | $19,318-96.3% | $15,916-95.5% | $13,398-94.7% |