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 | $48,629 | $165,361-70.6% | $149,715-67.5% | $158,950-69.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.86% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.1pp |
| Employer contribution / active EE | $2,959 | $5,103-42.0% | $4,645-36.3% | $4,762-37.9% |
| Participant deferral / active EE | $10,898 | $7,182+51.8% | $6,842+59.3% | $5,983+82.2% |
| Admin fee / account holder | $2,276 | $10,808-78.9% | $9,310-75.6% | $11,248-79.8% |