Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,500 | $105,929-26.8% | $81,716-5.2% | $158,966-51.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 16.48% | 38.19%-21.7pp | 29.49%-13.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $1,239 | $7,802-84.1% | $4,310-71.2% | $4,762-74.0% |
| Participant deferral / active EE | $5,709 | $13,007-56.1% | $7,108-19.7% | $5,983-4.6% |
| Admin fee / account holder | $921 | $8,492-89.2% | $5,159-82.2% | $11,250-91.8% |