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 | $189,926 | $208,088-8.7% | $186,193+2.0% | $154,746+22.7% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 20.39% | 89.97%-69.6pp | 78.03%-57.6pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,809 | $4,340-58.3% | $3,918-53.8% | $4,379-58.7% |
| Participant deferral / active EE | $9,850 | $7,078+39.2% | $6,513+51.2% | $6,730+46.3% |
| Admin fee / account holder | $1,737 | $11,698-85.2% | $11,058-84.3% | $14,365-87.9% |