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 | $70,895 | $107,368-34.0% | $92,915-23.7% | $152,909-53.6% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.5%-29.5pp |
| Annual return | 25.58% | 145.64%-120.1pp | 109.45%-83.9pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,674 | $4,222-60.4% | $3,653-54.2% | $4,764-64.9% |
| Participant deferral / active EE | $3,490 | $4,848-28.0% | $4,238-17.6% | $5,851-40.3% |
| Admin fee / account holder | $3,133 | $7,082-55.8% | $5,796-45.9% | $11,601-73.0% |