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 | $80,296 | $212,386-62.2% | $199,883-59.8% | $138,895-42.2% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 17.83% | 47.75%-29.9pp | 43.81%-26.0pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,203 | $6,625-36.5% | $6,261-32.9% | $4,194+0.2% |
| Participant deferral / active EE | $7,879 | $9,617-18.1% | $9,138-13.8% | $6,396+23.2% |
| Admin fee / account holder | $306 | $18,233-98.3% | $17,268-98.2% | $12,562-97.6% |