Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,721 | $148,623-36.9% | $135,974-31.1% | $139,466-32.8% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 21.42% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,033 | $5,246-80.3% | $4,859-78.7% | $4,754-78.3% |
| Participant deferral / active EE | $6,429 | $8,103-20.7% | $7,760-17.2% | $6,712-4.2% |
| Admin fee / account holder | $619 | $12,406-95.0% | $10,767-94.2% | $11,409-94.6% |