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 | $74,853 | $102,385-26.9% | $147,080-49.1% | $80,935-7.5% |
| Participation rate | 61.6% | 75.9%-14.2pp | 82.2%-20.6pp | 67.7%-6.0pp |
| Annual return | 17.32% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,277 | $3,717-65.6% | $4,933-74.1% | $2,757-53.7% |
| Participant deferral / active EE | $9,847 | $6,651+48.1% | $8,066+22.1% | $4,299+129.0% |
| Admin fee / account holder | $3,790 | $7,951-52.3% | $12,989-70.8% | $6,924-45.3% |