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 | $48,398 | $148,582-67.4% | $135,942-64.4% | $139,456-65.3% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 22.87% | 79.26%-56.4pp | 68.28%-45.4pp | 373.45%-350.6pp |
| Employer contribution / active EE | $2,659 | $5,245-49.3% | $4,858-45.3% | $4,753-44.1% |
| Participant deferral / active EE | $7,679 | $8,101-5.2% | $7,759-1.0% | $6,711+14.4% |
| Admin fee / account holder | $416 | $12,402-96.6% | $10,764-96.1% | $11,407-96.4% |