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 | $79,453 | $89,259-11.0% | $107,187-25.9% | $82,637-3.9% |
| Participation rate | 36.7% | 67.9%-31.3pp | 75.0%-38.4pp | 68.1%-31.4pp |
| Annual return | 18.45% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,191 | $3,080-61.3% | $3,782-68.5% | $2,552-53.3% |
| Participant deferral / active EE | $3,428 | $4,037-15.1% | $5,096-32.7% | $4,126-16.9% |
| Admin fee / account holder | $323 | $7,381-95.6% | $9,162-96.5% | $7,339-95.6% |