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 | $93,761 | $102,429-8.5% | $147,096-36.3% | $80,925+15.9% |
| Participation rate | 63.9% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 16.59% | 135.02%-118.4pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $3,125 | $3,716-15.9% | $4,936-36.7% | $2,756+13.4% |
| Participant deferral / active EE | $6,941 | $6,649+4.4% | $8,071-14.0% | $4,299+61.5% |
| Admin fee / account holder | $8,533 | $7,957+7.2% | $13,005-34.4% | $6,940+22.9% |