Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $119,252 | $72,071+65.5% | $68,368+74.4% | $137,256-13.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 17.40% | 353.14%-335.7pp | 292.57%-275.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,403 | $2,788-49.7% | $2,649-47.0% | $4,156-66.2% |
| Participant deferral / active EE | $7,456 | $4,410+69.1% | $4,123+80.8% | $6,407+16.4% |
| Admin fee / account holder | $776 | $5,336-85.5% | $5,150-84.9% | $12,270-93.7% |