Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,114 | $157,296-64.3% | $141,191-60.3% | $152,897-63.3% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 29.09% | 64.34%-35.2pp | 71.41%-42.3pp | 345.43%-316.3pp |
| Employer contribution / active EE | $2,898 | $5,262-44.9% | $4,736-38.8% | $4,764-39.2% |
| Participant deferral / active EE | $6,589 | $7,111-7.3% | $6,710-1.8% | $5,851+12.6% |
| Admin fee / account holder | $2,251 | $12,125-81.4% | $10,264-78.1% | $11,599-80.6% |