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 | $36,298 | $156,398-76.8% | $147,318-75.4% | $138,895-73.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 20.51% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $2,265 | $4,853-53.3% | $4,593-50.7% | $4,194-46.0% |
| Participant deferral / active EE | $6,630 | $8,237-19.5% | $7,906-16.1% | $6,396+3.7% |
| Admin fee / account holder | $2,091 | $14,976-86.0% | $13,708-84.7% | $12,562-83.4% |