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 | $83,751 | $99,053-15.4% | $88,179-5.0% | $138,895-39.7% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.1%-5.5pp | 79.9%-16.3pp |
| Annual return | 12.51% | 78.17%-65.7pp | 64.97%-52.5pp | 145.39%-132.9pp |
| Employer contribution / active EE | $860 | $2,882-70.2% | $2,549-66.3% | $4,194-79.5% |
| Participant deferral / active EE | $2,244 | $5,225-57.1% | $4,614-51.4% | $6,396-64.9% |
| Admin fee / account holder | $4,680 | $8,748-46.5% | $7,673-39.0% | $12,562-62.7% |