Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $73,752 | $157,276-53.1% | $141,177-47.8% | $152,885-51.8% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.5%-17.5pp |
| Annual return | 25.25% | 64.33%-39.1pp | 71.40%-46.1pp | 345.39%-320.1pp |
| Employer contribution / active EE | $2,524 | $5,262-52.0% | $4,736-46.7% | $4,763-47.0% |
| Participant deferral / active EE | $4,244 | $7,110-40.3% | $6,710-36.7% | $5,851-27.5% |
| Admin fee / account holder | $1,383 | $12,123-88.6% | $10,263-86.5% | $11,598-88.1% |