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 | $134,667 | $51,638+160.8% | $68,368+97.0% | $82,448+63.3% |
| Participation rate | 31.0% | 63.6%-32.6pp | 73.8%-42.7pp | 68.1%-37.0pp |
| Annual return | 75.13% | 37.53%+37.6pp | 292.57%-217.4pp | 41.64%+33.5pp |
| Employer contribution / active EE | $1,210 | $2,047-40.9% | $2,649-54.3% | $2,551-52.6% |
| Participant deferral / active EE | $1,963 | $2,914-32.6% | $4,123-52.4% | $4,139-52.6% |
| Admin fee / account holder | $1,497 | $4,643-67.8% | $5,150-70.9% | $7,234-79.3% |