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 | $62,734 | $197,819-68.3% | $155,789-59.7% | $125,389-50.0% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | 1.69% | 86.73%-85.0pp | 71.54%-69.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $881 | $4,850-81.8% | $3,839-77.0% | $4,866-81.9% |
| Participant deferral / active EE | $5,449 | $5,631-3.2% | $4,798+13.6% | $5,352+1.8% |
| Admin fee / account holder | $2,602 | $9,544-72.7% | $7,477-65.2% | $9,541-72.7% |