Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $99,484 | $211,239-52.9% | $178,528-44.3% | $145,877-31.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.56% | 30.22%-12.7pp | 27.11%-9.5pp | 551.28%-533.7pp |
| Employer contribution / active EE | $5,987 | $4,570+31.0% | $3,950+51.6% | $4,663+28.4% |
| Participant deferral / active EE | $8,981 | $6,963+29.0% | $6,278+43.0% | $6,691+34.2% |
| Admin fee / account holder | $346 | $12,095-97.1% | $10,419-96.7% | $13,402-97.4% |