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 | $61,424 | $56,134+9.4% | $96,171-36.1% | $85,847-28.4% |
| Participation rate | 59.1% | 56.7%+2.4pp | 68.4%-9.4pp | 69.3%-10.2pp |
| Annual return | 15.05% | 42.30%-27.2pp | 192.04%-177.0pp | 318.61%-303.6pp |
| Employer contribution / active EE | $1,793 | $1,620+10.7% | $2,799-35.9% | $2,565-30.1% |
| Participant deferral / active EE | $4,195 | $2,858+46.8% | $4,350-3.6% | $3,952+6.2% |
| Admin fee / account holder | $10,753 | $3,769+185.3% | $5,538+94.2% | $6,261+71.8% |