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 | $52,990 | $72,071-26.5% | $68,368-22.5% | $137,256-61.4% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.0%-18.4pp |
| Annual return | 13.54% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,800 | $2,788-35.4% | $2,649-32.1% | $4,156-56.7% |
| Participant deferral / active EE | $5,156 | $4,410+16.9% | $4,123+25.1% | $6,407-19.5% |
| Admin fee / account holder | $802 | $5,336-85.0% | $5,150-84.4% | $12,270-93.5% |