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 | $40,403 | $142,426-71.6% | $115,167-64.9% | $152,909-73.6% |
| Participation rate | 64.3% | 82.4%-18.1pp | 75.9%-11.6pp | 82.5%-18.2pp |
| Annual return | 88.62% | 41.48%+47.1pp | 35.60%+53.0pp | 345.46%-256.8pp |
| Employer contribution / active EE | $1,429 | $4,011-64.4% | $3,179-55.1% | $4,764-70.0% |
| Participant deferral / active EE | $5,720 | $5,165+10.8% | $4,169+37.2% | $5,851-2.2% |
| Admin fee / account holder | $359 | $8,464-95.8% | $7,089-94.9% | $11,601-96.9% |