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 | $108,698 | $99,079+9.7% | $78,002+39.4% | $273,972-60.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 7.36% | 217.93%-210.6pp | 425.99%-418.6pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,002 | $3,308-69.7% | $2,470-59.4% | $4,869-79.4% |
| Participant deferral / active EE | $4,168 | $4,306-3.2% | $3,497+19.2% | $5,287-21.2% |
| Admin fee / account holder | $1,589 | $8,954-82.3% | $5,481-71.0% | $10,133-84.3% |