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 | $60,509 | $226,105-73.2% | $182,540-66.9% | $152,897-60.4% |
| Participation rate | 47.8% | 82.5%-34.6pp | 78.0%-30.2pp | 82.5%-34.6pp |
| Annual return | 24.70% | 192.58%-167.9pp | 148.58%-123.9pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,935 | $4,978-61.1% | $4,076-52.5% | $4,764-59.4% |
| Participant deferral / active EE | $6,156 | $6,370-3.3% | $5,525+11.4% | $5,851+5.2% |
| Admin fee / account holder | $4,099 | $10,706-61.7% | $8,593-52.3% | $11,599-64.7% |