Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,475 | $183,516-72.5% | $155,534-67.5% | $145,884-65.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 21.00% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $2,680 | $5,315-49.6% | $4,675-42.7% | $4,662-42.5% |
| Participant deferral / active EE | $9,778 | $6,467+51.2% | $5,630+73.7% | $6,690+46.2% |
| Admin fee / account holder | $441 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |