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 | $76,615 | $148,623-48.5% | $135,974-43.7% | $139,466-45.1% |
| Participation rate | 56.5% | 83.9%-27.3pp | 81.9%-25.4pp | 80.3%-23.8pp |
| Annual return | 17.70% | 79.30%-61.6pp | 68.30%-50.6pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,701 | $5,246-29.5% | $4,859-23.8% | $4,754-22.2% |
| Participant deferral / active EE | $8,084 | $8,103-0.2% | $7,760+4.2% | $6,712+20.4% |
| Admin fee / account holder | $6,577 | $12,406-47.0% | $10,767-38.9% | $11,409-42.4% |