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 | $66,665 | $148,629-55.1% | $135,982-51.0% | $139,487-52.2% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 13.81% | 79.33%-65.5pp | 68.32%-54.5pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,671 | $5,247-68.1% | $4,859-65.6% | $4,755-64.8% |
| Participant deferral / active EE | $7,486 | $8,102-7.6% | $7,760-3.5% | $6,713+11.5% |
| Admin fee / account holder | $4,178 | $12,406-66.3% | $10,767-61.2% | $11,407-63.4% |