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 | $61,399 | $103,392-40.6% | $87,104-29.5% | $152,897-59.8% |
| Participation rate | 63.2% | 79.4%-16.2pp | 76.9%-13.7pp | 82.5%-19.3pp |
| Annual return | 19.05% | 28.10%-9.0pp | 28.19%-9.1pp | 345.43%-326.4pp |
| Employer contribution / active EE | $2,223 | $3,221-31.0% | $2,521-11.8% | $4,764-53.3% |
| Participant deferral / active EE | $4,258 | $4,778-10.9% | $4,048+5.2% | $5,851-27.2% |
| Admin fee / account holder | $7,038 | $12,194-42.3% | $7,491-6.0% | $11,599-39.3% |