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 | $81,545 | $148,582-45.1% | $135,942-40.0% | $139,456-41.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 28.46% | 79.26%-50.8pp | 68.28%-39.8pp | 373.45%-345.0pp |
| Employer contribution / active EE | $3,367 | $5,245-35.8% | $4,858-30.7% | $4,753-29.2% |
| Participant deferral / active EE | $7,280 | $8,101-10.1% | $7,759-6.2% | $6,711+8.5% |
| Admin fee / account holder | $1,016 | $12,402-91.8% | $10,764-90.6% | $11,407-91.1% |