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 | $101,025 | $111,535-9.4% | $105,223-4.0% | $137,256-26.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 12.17% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,237 | $3,939-43.2% | $3,689-39.4% | $4,156-46.2% |
| Participant deferral / active EE | $5,980 | $5,500+8.7% | $5,072+17.9% | $6,407-6.7% |
| Admin fee / account holder | $2,162 | $9,721-77.8% | $8,859-75.6% | $12,270-82.4% |