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 | $60,689 | $183,539-66.9% | $155,556-61.0% | $145,897-58.4% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 12.07% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,809 | $5,315-66.0% | $4,675-61.3% | $4,663-61.2% |
| Participant deferral / active EE | $4,035 | $6,467-37.6% | $5,631-28.3% | $6,689-39.7% |
| Admin fee / account holder | $4,825 | $19,275-75.0% | $15,885-69.6% | $13,390-64.0% |