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 | $136,421 | $72,071+89.3% | $68,368+99.5% | $137,256-0.6% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.0%-53.6pp |
| Annual return | 16.90% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $540 | $2,788-80.6% | $2,649-79.6% | $4,156-87.0% |
| Participant deferral / active EE | $1,452 | $4,410-67.1% | $4,123-64.8% | $6,407-77.3% |
| Admin fee / account holder | $1,354 | $5,336-74.6% | $5,150-73.7% | $12,270-89.0% |