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 | $78,607+11.7% | $105,624-16.9% | $74,478+17.9% |
| Participation rate | 40.4% | 72.8%-32.4pp | 75.3%-34.9pp | 67.2%-26.9pp |
| Annual return | 15.26% | 15.96%-0.7pp | 116.20%-100.9pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $1,806 | $2,523-28.4% | $3,168-43.0% | $2,626-31.3% |
| Participant deferral / active EE | $3,079 | $4,325-28.8% | $5,013-38.6% | $4,350-29.2% |
| Admin fee / account holder | $3,080 | $2,220+38.8% | $10,961-71.9% | $1,946+58.3% |