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 | $87,805 | $78,562+11.8% | $105,608-16.9% | $74,429+18.0% |
| Participation rate | 40.4% | 72.8%-32.4pp | 75.3%-34.9pp | 67.2%-26.8pp |
| Annual return | 15.26% | 15.94%-0.7pp | 116.50%-101.2pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $1,806 | $2,521-28.4% | $3,167-43.0% | $2,625-31.2% |
| Participant deferral / active EE | $3,079 | $4,321-28.7% | $5,010-38.5% | $4,348-29.2% |
| Admin fee / account holder | $3,080 | $2,217+39.0% | $11,028-72.1% | $1,944+58.4% |