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 | $77,727 | $109,967-29.3% | $97,197-20.0% | $145,877-46.7% |
| Participation rate | 63.6% | 76.0%-12.3pp | 72.7%-9.1pp | 80.3%-16.7pp |
| Annual return | 8.67% | 244.27%-235.6pp | 75.47%-66.8pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,529 | $3,077-50.3% | $2,723-43.9% | $4,663-67.2% |
| Participant deferral / active EE | $4,470 | $4,676-4.4% | $4,263+4.8% | $6,691-33.2% |
| Admin fee / account holder | $813 | $6,199-86.9% | $5,637-85.6% | $13,402-93.9% |