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 | $88,034 | $171,492-48.7% | $150,734-41.6% | $198,609-55.7% |
| Participation rate | 44.4% | 81.4%-37.0pp | 78.4%-34.0pp | 82.4%-37.9pp |
| Annual return | 16.43% | 804.70%-788.3pp | 600.81%-584.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,732 | $5,470-50.1% | $4,918-44.5% | $5,055-46.0% |
| Participant deferral / active EE | $5,537 | $6,259-11.5% | $5,610-1.3% | $6,977-20.6% |
| Admin fee / account holder | $4,495 | $17,628-74.5% | $14,905-69.8% | $19,030-76.4% |