Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,568 | $72,071-7.6% | $68,368-2.6% | $137,256-51.5% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 17.67% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,140 | $2,788-59.1% | $2,649-57.0% | $4,156-72.6% |
| Participant deferral / active EE | $4,383 | $4,410-0.6% | $4,123+6.3% | $6,407-31.6% |
| Admin fee / account holder | $1,397 | $5,336-73.8% | $5,150-72.9% | $12,270-88.6% |