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 | $74,789 | $112,933-33.8% | $90,970-17.8% | $158,982-53.0% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 12.39% | 215.82%-203.4pp | 134.60%-122.2pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,168 | $2,893-59.6% | $2,122-44.9% | $4,763-75.5% |
| Participant deferral / active EE | $3,893 | $4,128-5.7% | $3,373+15.4% | $5,983-34.9% |
| Admin fee / account holder | $8,512 | $8,047+5.8% | $5,961+42.8% | $11,252-24.3% |