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 | $107,622 | $102,595+4.9% | $94,057+14.4% | $154,746-30.5% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 15.49% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $747 | $3,147-76.3% | $2,933-74.5% | $4,379-82.9% |
| Participant deferral / active EE | $5,149 | $5,118+0.6% | $4,709+9.3% | $6,730-23.5% |
| Admin fee / account holder | $5,064 | $7,736-34.5% | $7,244-30.1% | $14,365-64.7% |