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 | $79,396 | $183,539-56.7% | $155,556-49.0% | $145,897-45.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.11% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,262 | $5,315-76.3% | $4,675-73.0% | $4,663-72.9% |
| Participant deferral / active EE | $5,111 | $6,467-21.0% | $5,631-9.2% | $6,689-23.6% |
| Admin fee / account holder | $1,064 | $19,275-94.5% | $15,885-93.3% | $13,390-92.1% |