Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $79,447 | $111,814-28.9% | $103,374-23.1% | $145,959-45.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.79% | 24.77%-10.0pp | 24.89%-10.1pp | 561.95%-547.2pp |
| Employer contribution / active EE | $7,982 | $4,214+89.4% | $3,869+106.3% | $4,661+71.3% |
| Participant deferral / active EE | $8,925 | $5,618+58.9% | $5,058+76.5% | $6,689+33.4% |
| Admin fee / account holder | $5,742 | $9,754-41.1% | $8,394-31.6% | $13,398-57.1% |