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 | $91,517 | $101,618-9.9% | $93,063-1.7% | $137,256-33.3% |
| Participation rate | 68.8% | 74.9%-6.2pp | 72.1%-3.4pp | 80.0%-11.2pp |
| Annual return | 19.42% | 223.95%-204.5pp | 34.15%-14.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,573 | $2,707+68.9% | $2,476+84.7% | $4,156+10.0% |
| Participant deferral / active EE | $8,979 | $4,279+109.8% | $3,958+126.8% | $6,407+40.1% |
| Admin fee / account holder | $2,361 | $6,198-61.9% | $6,033-60.9% | $12,270-80.8% |