Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $97,348 | $162,136-40.0% | $152,301-36.1% | $154,746-37.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 15.73% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $8,134 | $4,890+66.3% | $4,624+75.9% | $4,379+85.8% |
| Participant deferral / active EE | $15,596 | $8,341+87.0% | $8,004+94.9% | $6,730+131.7% |
| Admin fee / account holder | $37,271 | $15,759+136.5% | $14,398+158.9% | $14,365+159.5% |