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 | $68,675 | $99,995-31.3% | $85,063-19.3% | $145,978-53.0% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | 12.61% | 83.99%-71.4pp | 66.54%-53.9pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,318 | $3,231-28.3% | $2,727-15.0% | $4,662-50.3% |
| Participant deferral / active EE | $3,648 | $5,295-31.1% | $4,523-19.3% | $6,690-45.5% |
| Admin fee / account holder | $5,041 | $7,255-30.5% | $6,155-18.1% | $13,400-62.4% |