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 | $78,051 | $157,296-50.4% | $141,191-44.7% | $152,897-49.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.26% | 64.34%-44.1pp | 71.41%-51.1pp | 345.43%-325.2pp |
| Employer contribution / active EE | $2,351 | $5,262-55.3% | $4,736-50.4% | $4,764-50.7% |
| Participant deferral / active EE | $5,076 | $7,111-28.6% | $6,710-24.3% | $5,851-13.2% |
| Admin fee / account holder | $691 | $12,125-94.3% | $10,264-93.3% | $11,599-94.0% |