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 | $67,210 | $165,584-59.4% | $142,942-53.0% | $137,256-51.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 21.25% | 164.22%-143.0pp | 113.70%-92.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,464 | $4,725-47.9% | $4,139-40.5% | $4,156-40.7% |
| Participant deferral / active EE | $7,640 | $8,194-6.8% | $7,128+7.2% | $6,407+19.2% |
| Admin fee / account holder | $1,461 | $16,167-91.0% | $12,475-88.3% | $12,270-88.1% |