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 | $53,464 | $102,385-47.8% | $147,080-63.6% | $80,935-33.9% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 20.99% | 135.09%-114.1pp | 420.17%-399.2pp | 35.66%-14.7pp |
| Employer contribution / active EE | $2,414 | $3,717-35.1% | $4,933-51.1% | $2,757-12.4% |
| Participant deferral / active EE | $6,772 | $6,651+1.8% | $8,066-16.0% | $4,299+57.5% |
| Admin fee / account holder | $3,102 | $7,951-61.0% | $12,989-76.1% | $6,924-55.2% |