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 | $60,346 | $102,638-41.2% | $81,991-26.4% | $158,966-62.0% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 11.60% | 61.05%-49.5pp | 41.31%-29.7pp | 302.95%-291.3pp |
| Employer contribution / active EE | $786 | $3,241-75.7% | $2,498-68.5% | $4,762-83.5% |
| Participant deferral / active EE | $2,812 | $4,649-39.5% | $3,722-24.5% | $5,983-53.0% |
| Admin fee / account holder | $659 | $8,237-92.0% | $5,665-88.4% | $11,250-94.1% |