Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $93,465 | $72,071+29.7% | $68,368+36.7% | $137,256-31.9% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 15.02% | 353.14%-338.1pp | 292.57%-277.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,322 | $2,788+19.2% | $2,649+25.4% | $4,156-20.1% |
| Participant deferral / active EE | $9,017 | $4,410+104.5% | $4,123+118.7% | $6,407+40.7% |
| Admin fee / account holder | $17,026 | $5,336+219.1% | $5,150+230.6% | $12,270+38.8% |