Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $80,970 | $183,539-55.9% | $155,556-47.9% | $145,897-44.5% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 14.56% | 61.31%-46.7pp | 64.84%-50.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,133 | $5,315-78.7% | $4,675-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $6,508 | $6,467+0.6% | $5,631+15.6% | $6,689-2.7% |
| Admin fee / account holder | $1,182 | $19,275-93.9% | $15,885-92.6% | $13,390-91.2% |