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 | $69,956 | $110,307-36.6% | $96,576-27.6% | $139,456-49.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 34.90% | 26.40%+8.5pp | 25.87%+9.0pp | 373.45%-338.6pp |
| Employer contribution / active EE | $2,755 | $3,619-23.9% | $2,965-7.1% | $4,753-42.0% |
| Participant deferral / active EE | $9,848 | $5,547+77.5% | $4,851+103.0% | $6,711+46.7% |
| Admin fee / account holder | $20,093 | $11,597+73.3% | $8,253+143.5% | $11,407+76.1% |