Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,888 | $183,539-60.3% | $155,556-53.1% | $145,897-50.0% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.5pp | 80.3%-49.5pp |
| Annual return | 23.95% | 61.31%-37.4pp | 64.84%-40.9pp | 552.29%-528.3pp |
| Employer contribution / active EE | $1,133 | $5,315-78.7% | $4,675-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $3,688 | $6,467-43.0% | $5,631-34.5% | $6,689-44.9% |
| Admin fee / account holder | $2,263 | $19,275-88.3% | $15,885-85.8% | $13,390-83.1% |