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 | $86,872 | $160,040-45.7% | $147,096-40.9% | $145,877-40.4% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 16.80% | 98.49%-81.7pp | 419.75%-402.9pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,170 | $5,289-77.9% | $4,936-76.3% | $4,663-74.9% |
| Participant deferral / active EE | $4,884 | $8,429-42.1% | $8,071-39.5% | $6,691-27.0% |
| Admin fee / account holder | $3,288 | $15,050-78.2% | $13,005-74.7% | $13,402-75.5% |