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 | $83,406 | $156,398-46.7% | $147,318-43.4% | $138,895-40.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.03% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,278 | $4,853-53.1% | $4,593-50.4% | $4,194-45.7% |
| Participant deferral / active EE | $7,596 | $8,237-7.8% | $7,906-3.9% | $6,396+18.8% |
| Admin fee / account holder | $18,694 | $14,976+24.8% | $13,708+36.4% | $12,562+48.8% |