Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,898 | $105,200-33.6% | $159,474-56.2% | $85,847-18.6% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.8%-29.0pp | 69.3%-15.5pp |
| Annual return | 14.45% | 45.08%-30.6pp | 263.68%-249.2pp | 318.61%-304.2pp |
| Employer contribution / active EE | $2,442 | $3,319-26.4% | $4,831-49.4% | $2,565-4.8% |
| Participant deferral / active EE | $5,164 | $5,946-13.2% | $7,353-29.8% | $3,952+30.7% |
| Admin fee / account holder | $1,795 | $6,934-74.1% | $10,802-83.4% | $6,261-71.3% |