Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $134,817-34.7% | $123,973-29.0% | $155,188-43.3% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 16.43% | 515.49%-499.1pp | 388.13%-371.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,732 | $4,425-38.3% | $4,126-33.8% | $4,248-35.7% |
| Participant deferral / active EE | $5,537 | $5,706-3.0% | $5,247+5.5% | $6,531-15.2% |
| Admin fee / account holder | $4,495 | $13,245-66.1% | $11,799-61.9% | $14,480-69.0% |