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 | $103,924 | $183,539-43.4% | $155,556-33.2% | $145,897-28.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 11.66% | 61.31%-49.6pp | 64.84%-53.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,182 | $5,315-58.9% | $4,675-53.3% | $4,663-53.2% |
| Participant deferral / active EE | $5,693 | $6,467-12.0% | $5,631+1.1% | $6,689-14.9% |
| Admin fee / account holder | $10,528 | $19,275-45.4% | $15,885-33.7% | $13,390-21.4% |