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 | $34,529 | $217,432-84.1% | $185,849-81.4% | $167,536-79.4% |
| Participation rate | 44.4% | 86.1%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 12.23% | 148.42%-136.2pp | 122.10%-109.9pp | 478.82%-466.6pp |
| Employer contribution / active EE | $1,761 | $5,875-70.0% | $5,169-65.9% | $4,839-63.6% |
| Participant deferral / active EE | $4,097 | $6,357-35.6% | $5,569-26.4% | $6,342-35.4% |
| Admin fee / account holder | $2,251 | $19,818-88.6% | $16,244-86.1% | $12,315-81.7% |