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 | $55,415 | $70,418-21.3% | $96,570-42.6% | $85,847-35.4% |
| Participation rate | 65.9% | 61.8%+4.1pp | 69.8%-3.9pp | 69.3%-3.4pp |
| Annual return | 47.26% | 18.59%+28.7pp | 37.79%+9.5pp | 318.61%-271.3pp |
| Employer contribution / active EE | $1,267 | $1,413-10.3% | $2,357-46.2% | $2,565-50.6% |
| Participant deferral / active EE | $3,318 | $2,894+14.6% | $3,849-13.8% | $3,952-16.1% |
| Admin fee / account holder | $995 | $4,995-80.1% | $6,182-83.9% | $6,261-84.1% |