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 | $42,040 | $202,460-79.2% | $169,385-75.2% | $139,456-69.9% |
| Participation rate | 69.2% | 81.1%-11.9pp | 77.2%-7.9pp | 80.3%-11.1pp |
| Annual return | 11.15% | 532.07%-520.9pp | 405.82%-394.7pp | 373.45%-362.3pp |
| Employer contribution / active EE | $2,229 | $4,691-52.5% | $4,012-44.4% | $4,753-53.1% |
| Participant deferral / active EE | $2,910 | $6,938-58.1% | $6,221-53.2% | $6,711-56.6% |
| Admin fee / account holder | $5,577 | $10,719-48.0% | $9,011-38.1% | $11,407-51.1% |