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 | $144,704 | $100,203+44.4% | $85,240+69.8% | $145,897-0.8% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 8.85% | 84.28%-75.4pp | 66.75%-57.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,430 | $3,242-55.9% | $2,735-47.7% | $4,663-69.3% |
| Participant deferral / active EE | $1,710 | $5,299-67.7% | $4,527-62.2% | $6,689-74.4% |
| Admin fee / account holder | $2,446 | $7,265-66.3% | $6,165-60.3% | $13,390-81.7% |