Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $96,601 | $108,897-11.3% | $100,378-3.8% | $145,877-33.8% |
| Participation rate | 35.7% | 83.0%-47.3pp | 81.5%-45.8pp | 80.3%-44.6pp |
| Annual return | 20.69% | 58.17%-37.5pp | 49.41%-28.7pp | 551.28%-530.6pp |
| Employer contribution / active EE | $1,356 | $4,420-69.3% | $3,942-65.6% | $4,663-70.9% |
| Participant deferral / active EE | $4,690 | $8,455-44.5% | $8,087-42.0% | $6,691-29.9% |
| Admin fee / account holder | $4,490 | $9,690-53.7% | $7,899-43.2% | $13,402-66.5% |