Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,398 | $61,815-29.8% | $97,295-55.4% | $80,959-46.4% |
| Participation rate | 64.9% | 63.5%+1.4pp | 72.7%-7.8pp | 67.7%-2.8pp |
| Annual return | 11.16% | -558.73%+569.9pp | 75.62%-64.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,322 | $1,836+135.3% | $2,723+58.7% | $2,757+56.7% |
| Participant deferral / active EE | $7,073 | $3,027+133.7% | $4,264+65.9% | $4,300+64.5% |
| Admin fee / account holder | $9,715 | $5,166+88.1% | $5,646+72.1% | $6,925+40.3% |