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 | $37,469 | $148,623-74.8% | $135,974-72.4% | $139,466-73.1% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 13.61% | 79.30%-65.7pp | 68.30%-54.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,189 | $5,246-58.3% | $4,859-55.0% | $4,754-54.0% |
| Participant deferral / active EE | $6,422 | $8,103-20.7% | $7,760-17.2% | $6,712-4.3% |
| Admin fee / account holder | $15,302 | $12,406+23.3% | $10,767+42.1% | $11,409+34.1% |