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 | $50,167 | $55,889-10.2% | $76,119-34.1% | $80,935-38.0% |
| Participation rate | 56.8% | 62.1%-5.3pp | 69.1%-12.3pp | 67.7%-10.9pp |
| Annual return | 40.85% | 20.58%+20.3pp | 361.25%-320.4pp | 35.66%+5.2pp |
| Employer contribution / active EE | $1,927 | $1,866+3.3% | $2,693-28.4% | $2,757-30.1% |
| Participant deferral / active EE | $3,377 | $3,051+10.7% | $4,259-20.7% | $4,299-21.5% |
| Admin fee / account holder | $5,357 | $5,241+2.2% | $6,421-16.6% | $6,924-22.6% |