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 | $55,326 | $109,967-49.7% | $97,197-43.1% | $145,877-62.1% |
| Participation rate | 61.5% | 76.0%-14.4pp | 72.7%-11.2pp | 80.3%-18.8pp |
| Annual return | 22.42% | 244.27%-221.9pp | 75.47%-53.1pp | 551.28%-528.9pp |
| Employer contribution / active EE | $1,573 | $3,077-48.9% | $2,723-42.2% | $4,663-66.3% |
| Participant deferral / active EE | $1,986 | $4,676-57.5% | $4,263-53.4% | $6,691-70.3% |
| Admin fee / account holder | $1,341 | $6,199-78.4% | $5,637-76.2% | $13,402-90.0% |