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 | $36,833 | $58,493-37.0% | $84,021-56.2% | $72,975-49.5% |
| Participation rate | 47.1% | 61.2%-14.2pp | 69.0%-22.0pp | 69.5%-22.4pp |
| Annual return | 55.99% | 28.93%+27.1pp | 71.32%-15.3pp | 81.01%-25.0pp |
| Employer contribution / active EE | $1,395 | $1,163+19.9% | $1,984-29.7% | $2,440-42.8% |
| Participant deferral / active EE | $2,964 | $2,394+23.8% | $3,239-8.5% | $3,608-17.9% |
| Admin fee / account holder | $1,904 | $4,569-58.3% | $6,102-68.8% | $5,124-62.8% |