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 | $113,430 | $201,259-43.6% | $184,200-38.4% | $145,959-22.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.14% | 28.98%-11.8pp | 28.80%-11.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,625 | $7,018-76.9% | $6,424-74.7% | $4,661-65.1% |
| Participant deferral / active EE | $7,925 | $9,806-19.2% | $9,132-13.2% | $6,689+18.5% |
| Admin fee / account holder | $2,429 | $16,372-85.2% | $13,907-82.5% | $13,398-81.9% |