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 | $50,711 | $102,422-50.5% | $147,117-65.5% | $80,959-37.4% |
| Participation rate | 66.0% | 75.9%-9.9pp | 82.2%-16.2pp | 67.7%-1.7pp |
| Annual return | 37.23% | 135.16%-97.9pp | 420.54%-383.3pp | 35.67%+1.6pp |
| Employer contribution / active EE | $2,203 | $3,717-40.7% | $4,932-55.3% | $2,757-20.1% |
| Participant deferral / active EE | $6,579 | $6,652-1.1% | $8,065-18.4% | $4,300+53.0% |
| Admin fee / account holder | $3,611 | $7,953-54.6% | $12,993-72.2% | $6,925-47.9% |