Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,964 | $88,672-34.6% | $105,223-44.9% | $82,448-29.7% |
| Participation rate | 58.3% | 67.9%-9.6pp | 75.0%-16.7pp | 68.1%-9.7pp |
| Annual return | 14.52% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,306 | $3,048-24.3% | $3,689-37.5% | $2,551-9.6% |
| Participant deferral / active EE | $3,299 | $4,036-18.3% | $5,072-35.0% | $4,139-20.3% |
| Admin fee / account holder | $9,575 | $7,146+34.0% | $8,859+8.1% | $7,234+32.4% |