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 | $39,923 | $125,184-68.1% | $105,607-62.2% | $145,884-72.6% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 13.82% | 225.00%-211.2pp | 116.11%-102.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,728 | $3,720-53.5% | $3,167-45.4% | $4,662-62.9% |
| Participant deferral / active EE | $4,251 | $5,714-25.6% | $5,011-15.2% | $6,690-36.5% |
| Admin fee / account holder | $8,506 | $17,133-50.4% | $10,958-22.4% | $13,392-36.5% |