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 | $55,819 | $56,116-0.5% | $135,768-58.9% | $86,983-35.8% |
| Participation rate | 69.0% | 60.1%+8.9pp | 71.1%-2.0pp | 69.5%-0.5pp |
| Annual return | 15.45% | 125.33%-109.9pp | 526.10%-510.6pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,488 | $1,528+62.8% | $3,394-26.7% | $2,584-3.7% |
| Participant deferral / active EE | $5,486 | $2,690+104.0% | $3,977+37.9% | $4,194+30.8% |
| Admin fee / account holder | $3,653 | $4,314-15.3% | $7,048-48.2% | $7,856-53.5% |