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 | $137,892 | $90,489+52.4% | $76,051+81.3% | $145,978-5.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 25.75% | 622.78%-597.0pp | 360.42%-334.7pp | 550.52%-524.8pp |
| Employer contribution / active EE | $1,218 | $3,319-63.3% | $2,690-54.7% | $4,662-73.9% |
| Participant deferral / active EE | $3,773 | $5,164-26.9% | $4,257-11.4% | $6,690-43.6% |
| Admin fee / account holder | $1,170 | $8,374-86.0% | $6,416-81.8% | $13,400-91.3% |