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 | $62,446 | $227,597-72.6% | $189,575-67.1% | $167,536-62.7% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.4%-9.7pp | 82.1%-13.4pp |
| Annual return | 10.77% | 78.44%-67.7pp | 64.19%-53.4pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,937 | $5,316-63.6% | $4,412-56.1% | $4,839-60.0% |
| Participant deferral / active EE | $4,716 | $7,002-32.6% | $6,174-23.6% | $6,342-25.6% |
| Admin fee / account holder | $927 | $11,877-92.2% | $9,806-90.5% | $12,315-92.5% |