Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $54,174 | $105,198-48.5% | $159,455-66.0% | $85,856-36.9% |
| Participation rate | 62.0% | 75.8%-13.8pp | 82.8%-20.8pp | 69.3%-7.3pp |
| Annual return | 15.60% | 45.08%-29.5pp | 263.63%-248.0pp | 318.58%-303.0pp |
| Employer contribution / active EE | $1,640 | $3,319-50.6% | $4,830-66.0% | $2,565-36.1% |
| Participant deferral / active EE | $4,254 | $5,946-28.5% | $7,353-42.1% | $3,952+7.6% |
| Admin fee / account holder | $403 | $6,934-94.2% | $10,800-96.3% | $6,261-93.6% |