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 | $59,808 | $148,582-59.7% | $135,942-56.0% | $139,456-57.1% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 25.13% | 79.26%-54.1pp | 68.28%-43.1pp | 373.45%-348.3pp |
| Employer contribution / active EE | $2,714 | $5,245-48.3% | $4,858-44.1% | $4,753-42.9% |
| Participant deferral / active EE | $7,822 | $8,101-3.4% | $7,759+0.8% | $6,711+16.6% |
| Admin fee / account holder | $358 | $12,402-97.1% | $10,764-96.7% | $11,407-96.9% |