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 | $93,352 | $154,193-39.5% | $130,045-28.2% | $139,466-33.1% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-24.0pp | 80.3%-25.8pp |
| Annual return | 25.27% | 32.51%-7.2pp | -137.30%+162.6pp | 373.66%-348.4pp |
| Employer contribution / active EE | $2,957 | $5,292-44.1% | $4,321-31.6% | $4,754-37.8% |
| Participant deferral / active EE | $7,982 | $6,709+19.0% | $5,820+37.1% | $6,712+18.9% |
| Admin fee / account holder | $853 | $13,989-93.9% | $10,600-92.0% | $11,409-92.5% |