Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,969 | $196,972-67.0% | $182,262-64.4% | $198,609-67.3% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 14.68% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $3,497 | $5,364-34.8% | $5,046-30.7% | $5,055-30.8% |
| Participant deferral / active EE | $20,805 | $8,643+140.7% | $8,276+151.4% | $6,977+198.2% |
| Admin fee / account holder | $316 | $18,429-98.3% | $16,712-98.1% | $19,030-98.3% |