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 | $66,613 | $166,131-59.9% | $164,975-59.6% | $145,877-54.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 10.99% | 100.37%-89.4pp | 70.12%-59.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,260 | $5,276-57.2% | $4,343-48.0% | $4,663-51.5% |
| Participant deferral / active EE | $4,722 | $6,962-32.2% | $6,033-21.7% | $6,691-29.4% |
| Admin fee / account holder | $3,097 | $16,648-81.4% | $12,688-75.6% | $13,402-76.9% |