Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $92,327 | $100,203-7.9% | $85,240+8.3% | $145,897-36.7% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 8.34% | 84.28%-75.9pp | 66.75%-58.4pp | 552.29%-544.0pp |
| Employer contribution / active EE | $813 | $3,242-74.9% | $2,735-70.3% | $4,663-82.6% |
| Participant deferral / active EE | $2,597 | $5,299-51.0% | $4,527-42.6% | $6,689-61.2% |
| Admin fee / account holder | $1,188 | $7,265-83.6% | $6,165-80.7% | $13,390-91.1% |