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 | $90,349 | $174,379-48.2% | $152,093-40.6% | $138,895-35.0% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 22.66% | 74.86%-52.2pp | 66.36%-43.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $1,060 | $4,652-77.2% | $4,175-74.6% | $4,194-74.7% |
| Participant deferral / active EE | $7,920 | $6,159+28.6% | $5,451+45.3% | $6,396+23.8% |
| Admin fee / account holder | $346 | $16,880-97.9% | $14,497-97.6% | $12,562-97.2% |