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 | $86,102 | $93,345-7.8% | $119,126-27.7% | $87,485-1.6% |
| Participation rate | 55.6% | 68.7%-13.2pp | 75.8%-20.2pp | 68.9%-13.4pp |
| Annual return | 30.37% | 19.08%+11.3pp | 282.11%-251.7pp | 26.06%+4.3pp |
| Employer contribution / active EE | $4,915 | $3,172+55.0% | $4,034+21.8% | $2,596+89.3% |
| Participant deferral / active EE | $5,771 | $4,099+40.8% | $5,318+8.5% | $4,274+35.0% |
| Admin fee / account holder | $2,736 | $8,039-66.0% | $10,693-74.4% | $7,775-64.8% |