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 | $28,973 | $63,346-54.3% | $92,240-68.6% | $70,126-58.7% |
| Participation rate | 61.2% | 68.7%-7.4pp | 76.5%-15.3pp | 69.5%-8.3pp |
| Annual return | 27.56% | 530.19%-502.6pp | 176.29%-148.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $1,612 | $2,471-34.8% | $3,680-56.2% | $2,343-31.2% |
| Participant deferral / active EE | $3,541 | $2,854+24.1% | $3,897-9.1% | $3,332+6.3% |
| Admin fee / account holder | $1,756 | $3,841-54.3% | $5,194-66.2% | $4,645-62.2% |