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 | $89,154 | $148,623-40.0% | $135,974-34.4% | $139,466-36.1% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 16.29% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,354 | $5,246-74.2% | $4,859-72.1% | $4,754-71.5% |
| Participant deferral / active EE | $4,464 | $8,103-44.9% | $7,760-42.5% | $6,712-33.5% |
| Admin fee / account holder | $1,848 | $12,406-85.1% | $10,767-82.8% | $11,409-83.8% |