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 | $132,664 | $63,346+109.4% | $92,240+43.8% | $70,126+89.2% |
| Participation rate | 53.3% | 68.7%-15.3pp | 76.5%-23.1pp | 69.5%-16.2pp |
| Annual return | 13.84% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,474 | $2,471-40.4% | $3,680-59.9% | $2,343-37.1% |
| Participant deferral / active EE | $5,727 | $2,854+100.7% | $3,897+47.0% | $3,332+71.9% |
| Admin fee / account holder | $2,886 | $3,841-24.9% | $5,194-44.4% | $4,645-37.9% |