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 | $34,933 | $226,135-84.6% | $182,558-80.9% | $152,909-77.2% |
| Participation rate | 56.3% | 82.5%-26.2pp | 78.0%-21.7pp | 82.5%-26.2pp |
| Annual return | 31.93% | 192.60%-160.7pp | 148.59%-116.7pp | 345.46%-313.5pp |
| Employer contribution / active EE | $1,317 | $4,979-73.6% | $4,076-67.7% | $4,764-72.4% |
| Participant deferral / active EE | $1,802 | $6,371-71.7% | $5,526-67.4% | $5,851-69.2% |
| Admin fee / account holder | $1,090 | $10,707-89.8% | $8,594-87.3% | $11,601-90.6% |