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 | $56,369 | $135,956-58.5% | $123,894-54.5% | $273,972-79.4% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 6.96% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $12,215 | $5,170+136.3% | $4,617+164.6% | $4,869+150.9% |
| Participant deferral / active EE | $10,287 | $6,343+62.2% | $5,984+71.9% | $5,287+94.6% |
| Admin fee / account holder | $1,874 | $9,817-80.9% | $8,357-77.6% | $10,133-81.5% |