Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $81,314 | $114,119-28.7% | $107,187-24.1% | $138,895-41.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 19.08% | 273.21%-254.1pp | 204.55%-185.5pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,906 | $4,059-53.0% | $3,782-49.6% | $4,194-54.6% |
| Participant deferral / active EE | $9,913 | $5,538+79.0% | $5,096+94.5% | $6,396+55.0% |
| Admin fee / account holder | $566 | $10,024-94.4% | $9,162-93.8% | $12,562-95.5% |