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 | $56,726 | $58,391-2.9% | $76,657-26.0% | $72,975-22.3% |
| Participation rate | 66.7% | 67.4%-0.7pp | 72.1%-5.4pp | 69.5%-2.8pp |
| Annual return | 22.95% | 2306.65%-2283.7pp | 1166.74%-1143.8pp | 81.01%-58.1pp |
| Employer contribution / active EE | $374 | $1,787-79.1% | $2,303-83.8% | $2,440-84.7% |
| Participant deferral / active EE | $3,635 | $2,690+35.1% | $3,335+9.0% | $3,608+0.8% |
| Admin fee / account holder | $2,601 | $4,014-35.2% | $6,423-59.5% | $5,124-49.2% |