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 | $33,789 | $148,623-77.3% | $135,974-75.2% | $139,466-75.8% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.4pp | 80.3%-10.8pp |
| Annual return | 17.49% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,726 | $5,246-67.1% | $4,859-64.5% | $4,754-63.7% |
| Participant deferral / active EE | $3,698 | $8,103-54.4% | $7,760-52.3% | $6,712-44.9% |
| Admin fee / account holder | $534 | $12,406-95.7% | $10,767-95.0% | $11,409-95.3% |