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 | $134,866 | $175,257-23.0% | $149,717-9.9% | $139,456-3.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.25% | 166.70%-147.4pp | 134.41%-115.2pp | 373.45%-354.2pp |
| Employer contribution / active EE | $1,088 | $5,477-80.1% | $4,820-77.4% | $4,753-77.1% |
| Participant deferral / active EE | $6,370 | $6,521-2.3% | $5,682+12.1% | $6,711-5.1% |
| Admin fee / account holder | $505 | $16,156-96.9% | $13,213-96.2% | $11,407-95.6% |