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 | $73,895 | $148,629-50.3% | $135,982-45.7% | $139,487-47.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 18.06% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,037 | $5,247-61.2% | $4,859-58.1% | $4,755-57.1% |
| Participant deferral / active EE | $5,117 | $8,102-36.8% | $7,760-34.1% | $6,713-23.8% |
| Admin fee / account holder | $753 | $12,406-93.9% | $10,767-93.0% | $11,407-93.4% |