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 | $86,275 | $183,516-53.0% | $155,534-44.5% | $145,884-40.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 31.48% | 61.43%-29.9pp | 64.92%-33.4pp | 551.85%-520.4pp |
| Employer contribution / active EE | $3,425 | $5,315-35.6% | $4,675-26.7% | $4,662-26.5% |
| Participant deferral / active EE | $6,029 | $6,467-6.8% | $5,630+7.1% | $6,690-9.9% |
| Admin fee / account holder | $652 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |