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 | $58,369 | $63,346-7.9% | $92,240-36.7% | $70,126-16.8% |
| Participation rate | 63.4% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.1pp |
| Annual return | 18.43% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $797 | $2,471-67.7% | $3,680-78.3% | $2,343-66.0% |
| Participant deferral / active EE | $3,211 | $2,854+12.5% | $3,897-17.6% | $3,332-3.6% |
| Admin fee / account holder | $3,035 | $3,841-21.0% | $5,194-41.6% | $4,645-34.7% |