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 | $78,378 | $169,336-53.7% | $129,384-39.4% | $145,884-46.3% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.6%-15.1pp | 80.3%-25.8pp |
| Annual return | 10.65% | 14408.70%-14398.1pp | 9461.77%-9451.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $563 | $5,540-89.8% | $4,153-86.4% | $4,662-87.9% |
| Participant deferral / active EE | $5,583 | $4,985+12.0% | $4,166+34.0% | $6,690-16.5% |
| Admin fee / account holder | $2,873 | $9,912-71.0% | $7,686-62.6% | $13,392-78.5% |