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 | $71,241 | $183,516-61.2% | $155,534-54.2% | $145,884-51.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.35% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,611 | $5,315-50.9% | $4,675-44.1% | $4,662-44.0% |
| Participant deferral / active EE | $4,816 | $6,467-25.5% | $5,630-14.5% | $6,690-28.0% |
| Admin fee / account holder | $1,148 | $19,293-94.0% | $15,900-92.8% | $13,392-91.4% |