Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,368 | $55,457-30.8% | $77,361-50.4% | $94,015-59.2% |
| Participation rate | 55.4% | 69.8%-14.4pp | 75.0%-19.5pp | 70.8%-15.4pp |
| Annual return | 12.60% | 15.57%-3.0pp | 1011.54%-998.9pp | 17.84%-5.2pp |
| Employer contribution / active EE | $1,850 | $2,255-18.0% | $2,990-38.1% | $2,790-33.7% |
| Participant deferral / active EE | $4,328 | $3,069+41.0% | $3,911+10.7% | $4,249+1.8% |
| Admin fee / account holder | $6,774 | $4,334+56.3% | $5,894+14.9% | $8,951-24.3% |