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 | $91,797 | $166,131-44.7% | $164,975-44.4% | $145,877-37.1% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.6%-32.5pp | 80.3%-34.1pp |
| Annual return | 13.70% | 100.37%-86.7pp | 70.12%-56.4pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,210 | $5,276-77.1% | $4,343-72.1% | $4,663-74.0% |
| Participant deferral / active EE | $3,998 | $6,962-42.6% | $6,033-33.7% | $6,691-40.2% |
| Admin fee / account holder | $9,184 | $16,648-44.8% | $12,688-27.6% | $13,402-31.5% |