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 | $95,659 | $183,539-47.9% | $155,556-38.5% | $145,897-34.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 13.76% | 61.31%-47.5pp | 64.84%-51.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,499 | $5,315-71.8% | $4,675-67.9% | $4,663-67.9% |
| Participant deferral / active EE | $7,550 | $6,467+16.8% | $5,631+34.1% | $6,689+12.9% |
| Admin fee / account holder | $424 | $19,275-97.8% | $15,885-97.3% | $13,390-96.8% |