Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $74,769 | $70,366+6.3% | $66,674+12.1% | $138,895-46.2% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.7%-18.7pp | 79.9%-24.9pp |
| Annual return | 18.60% | 386.41%-367.8pp | 321.24%-302.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,995 | $2,765-27.8% | $2,620-23.8% | $4,194-52.4% |
| Participant deferral / active EE | $6,321 | $4,374+44.5% | $4,084+54.8% | $6,396-1.2% |
| Admin fee / account holder | $1,086 | $5,262-79.4% | $5,098-78.7% | $12,562-91.4% |