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 | $53,281 | $103,038-48.3% | $90,324-41.0% | $152,909-65.2% |
| Participation rate | 61.1% | 75.9%-14.8pp | 73.3%-12.2pp | 82.5%-21.3pp |
| Annual return | 19.56% | 95.25%-75.7pp | 78.15%-58.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $877 | $3,141-72.1% | $2,856-69.3% | $4,764-81.6% |
| Participant deferral / active EE | $2,369 | $4,282-44.7% | $3,885-39.0% | $5,851-59.5% |
| Admin fee / account holder | $8,767 | $6,177+41.9% | $5,356+63.7% | $11,601-24.4% |