Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,810 | $100,203-38.3% | $85,240-27.5% | $145,897-57.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 9.07% | 84.28%-75.2pp | 66.75%-57.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $607 | $3,242-81.3% | $2,735-77.8% | $4,663-87.0% |
| Participant deferral / active EE | $1,470 | $5,299-72.2% | $4,527-67.5% | $6,689-78.0% |
| Admin fee / account holder | $6,368 | $7,265-12.3% | $6,165+3.3% | $13,390-52.4% |