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 | $75,320 | $166,242-54.7% | $165,071-54.4% | $145,884-48.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.21% | 100.44%-89.2pp | 70.17%-59.0pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,645 | $5,283-68.9% | $4,347-62.2% | $4,662-64.7% |
| Participant deferral / active EE | $4,387 | $6,964-37.0% | $6,035-27.3% | $6,690-34.4% |
| Admin fee / account holder | $1,277 | $16,658-92.3% | $12,695-89.9% | $13,392-90.5% |