Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,903 | $196,972-61.0% | $182,262-57.8% | $198,609-61.3% |
| Participation rate | 68.2% | 85.7%-17.5pp | 84.2%-16.0pp | 82.4%-14.2pp |
| Annual return | 19.89% | 158.27%-138.4pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,303 | $5,364-57.1% | $5,046-54.4% | $5,055-54.5% |
| Participant deferral / active EE | $3,793 | $8,643-56.1% | $8,276-54.2% | $6,977-45.6% |
| Admin fee / account holder | $1,014 | $18,429-94.5% | $16,712-93.9% | $19,030-94.7% |