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 | $45,746 | $172,111-73.4% | $150,298-69.6% | $137,256-66.7% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 18.33% | 69.37%-51.0pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,128 | $4,636-32.5% | $4,154-24.7% | $4,156-24.7% |
| Participant deferral / active EE | $7,028 | $6,166+14.0% | $5,453+28.9% | $6,407+9.7% |
| Admin fee / account holder | $453 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |