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 | $78,005 | $154,228-49.4% | $145,433-46.4% | $137,256-43.2% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,593 | $4,804-66.8% | $4,554-65.0% | $4,156-61.7% |
| Participant deferral / active EE | $4,865 | $8,216-40.8% | $7,897-38.4% | $6,407-24.1% |
| Admin fee / account holder | $1,122 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |