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 | $74,816 | $152,612-51.0% | $125,192-40.2% | $152,897-51.1% |
| Participation rate | 64.3% | 83.3%-19.1pp | 79.8%-15.5pp | 82.5%-18.2pp |
| Annual return | 23.19% | 54.85%-31.7pp | 43.79%-20.6pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,002 | $4,947-59.5% | $3,866-48.2% | $4,764-58.0% |
| Participant deferral / active EE | $4,031 | $5,868-31.3% | $4,937-18.4% | $5,851-31.1% |
| Admin fee / account holder | $453 | $13,437-96.6% | $9,704-95.3% | $11,599-96.1% |