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 | $74,794 | $100,139-25.3% | $85,187-12.2% | $145,884-48.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.31% | 84.15%-72.8pp | 66.67%-55.4pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,946 | $3,238-39.9% | $2,732-28.8% | $4,662-58.3% |
| Participant deferral / active EE | $4,993 | $5,296-5.7% | $4,525+10.3% | $6,690-25.4% |
| Admin fee / account holder | $2,005 | $7,262-72.4% | $6,162-67.5% | $13,392-85.0% |