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 | $124,339 | $160,040-22.3% | $147,096-15.5% | $145,877-14.8% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 14.19% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,712 | $5,289-67.6% | $4,936-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $7,392 | $8,429-12.3% | $8,071-8.4% | $6,691+10.5% |
| Admin fee / account holder | $2,386 | $15,050-84.1% | $13,005-81.7% | $13,402-82.2% |