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 | $51,956 | $176,838-70.6% | $146,685-64.6% | $167,518-69.0% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.87% | 24.04%-8.2pp | 22.75%-6.9pp | 478.71%-462.8pp |
| Employer contribution / active EE | $5,067 | $5,161-1.8% | $4,137+22.5% | $4,838+4.7% |
| Participant deferral / active EE | $8,284 | $6,441+28.6% | $5,507+50.4% | $6,342+30.6% |
| Admin fee / account holder | $2,652 | $13,262-80.0% | $10,281-74.2% | $12,312-78.5% |