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 | $66,543 | $148,629-55.2% | $135,982-51.1% | $139,487-52.3% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.8pp | 80.3%-17.2pp |
| Annual return | 41.36% | 79.33%-38.0pp | 68.32%-27.0pp | 373.84%-332.5pp |
| Employer contribution / active EE | $4,298 | $5,247-18.1% | $4,859-11.6% | $4,755-9.6% |
| Participant deferral / active EE | $15,443 | $8,102+90.6% | $7,760+99.0% | $6,713+130.1% |
| Admin fee / account holder | $15,755 | $12,406+27.0% | $10,767+46.3% | $11,407+38.1% |