Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $134,286 | $102,595+30.9% | $94,057+42.8% | $154,746-13.2% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 14.72% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,078 | $3,147-65.8% | $2,933-63.3% | $4,379-75.4% |
| Participant deferral / active EE | $5,242 | $5,118+2.4% | $4,709+11.3% | $6,730-22.1% |
| Admin fee / account holder | $5,743 | $7,736-25.8% | $7,244-20.7% | $14,365-60.0% |