Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $85,284 | $106,267-19.7% | $96,520-11.6% | $139,456-38.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 14.99% | 38.45%-23.5pp | 35.72%-20.7pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,560 | $4,105-62.0% | $3,739-58.3% | $4,753-67.2% |
| Participant deferral / active EE | $3,340 | $5,454-38.8% | $4,879-31.5% | $6,711-50.2% |
| Admin fee / account holder | $12,163 | $7,882+54.3% | $6,733+80.6% | $11,407+6.6% |