Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,987 | $174,379-65.0% | $152,093-59.9% | $138,895-56.1% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 23.83% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $2,297 | $4,652-50.6% | $4,175-45.0% | $4,194-45.2% |
| Participant deferral / active EE | $21,027 | $6,159+241.4% | $5,451+285.7% | $6,396+228.7% |
| Admin fee / account holder | $10,709 | $16,880-36.6% | $14,497-26.1% | $12,562-14.8% |