Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $101,677 | $45,119+125.4% | $85,126+19.4% | $74,429+36.6% |
| Participation rate | 39.8% | 49.4%-9.5pp | 67.5%-27.7pp | 67.2%-27.4pp |
| Annual return | 17.88% | 26.28%-8.4pp | 66.63%-48.7pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $2,697 | $1,460+84.7% | $2,731-1.2% | $2,625+2.8% |
| Participant deferral / active EE | $4,101 | $2,738+49.8% | $4,523-9.3% | $4,348-5.7% |
| Admin fee / account holder | $5,804 | $2,214+162.2% | $6,160-5.8% | $1,944+198.5% |