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 | $104,527 | $201,259-48.1% | $184,200-43.3% | $145,959-28.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.36% | 28.98%-16.6pp | 28.80%-16.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $21,410 | $7,018+205.1% | $6,424+233.3% | $4,661+359.4% |
| Participant deferral / active EE | $4,921 | $9,806-49.8% | $9,132-46.1% | $6,689-26.4% |
| Admin fee / account holder | $1,063 | $16,372-93.5% | $13,907-92.4% | $13,398-92.1% |