Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $55,679 | $129,737-57.1% | $119,126-53.3% | $154,746-64.0% |
| Participation rate | 61.1% | 78.9%-17.7pp | 75.8%-14.6pp | 80.7%-19.6pp |
| Annual return | 29.80% | 379.08%-349.3pp | 282.11%-252.3pp | 172.34%-142.5pp |
| Employer contribution / active EE | $10,926 | $4,375+149.7% | $4,034+170.9% | $4,379+149.5% |
| Participant deferral / active EE | $5,747 | $5,842-1.6% | $5,318+8.1% | $6,730-14.6% |
| Admin fee / account holder | $707 | $11,961-94.1% | $10,693-93.4% | $14,365-95.1% |