Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $72,862 | $126,519-42.4% | $106,201-31.4% | $145,959-50.1% |
| Participation rate | 22.7% | 77.7%-54.9pp | 75.3%-52.6pp | 80.3%-57.6pp |
| Annual return | 10.80% | 225.10%-214.3pp | 116.26%-105.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,153 | $3,726-69.0% | $3,170-63.6% | $4,661-75.3% |
| Participant deferral / active EE | $2,363 | $5,716-58.7% | $5,012-52.8% | $6,689-64.7% |
| Admin fee / account holder | $327 | $17,312-98.1% | $11,039-97.0% | $13,398-97.6% |