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 | $82,274 | $166,268-50.5% | $165,100-50.2% | $145,897-43.6% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 11.48% | 100.52%-89.0pp | 70.21%-58.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $4,933 | $5,284-6.6% | $4,348+13.4% | $4,663+5.8% |
| Participant deferral / active EE | $11,005 | $6,964+58.0% | $6,035+82.3% | $6,689+64.5% |
| Admin fee / account holder | $9,989 | $16,659-40.0% | $12,696-21.3% | $13,390-25.4% |