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 | $49,838 | $217,432-77.1% | $185,849-73.2% | $167,536-70.3% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 9.89% | 148.42%-138.5pp | 122.10%-112.2pp | 478.82%-468.9pp |
| Employer contribution / active EE | $3,038 | $5,875-48.3% | $5,169-41.2% | $4,839-37.2% |
| Participant deferral / active EE | $4,875 | $6,357-23.3% | $5,569-12.5% | $6,342-23.1% |
| Admin fee / account holder | $990 | $19,818-95.0% | $16,244-93.9% | $12,315-92.0% |