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 | $53,063+5.2% | $124,206-55.1% | $82,637-32.5% |
| Participation rate | 69.0% | 58.4%+10.6pp | 69.6%-0.5pp | 68.1%+1.0pp |
| Annual return | 15.45% | 68.87%-53.4pp | 515.27%-499.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,488 | $1,530+62.6% | $3,540-29.7% | $2,552-2.5% |
| Participant deferral / active EE | $5,486 | $2,644+107.5% | $3,968+38.3% | $4,126+33.0% |
| Admin fee / account holder | $3,653 | $4,281-14.7% | $5,929-38.4% | $7,339-50.2% |