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 | $63,401 | $159,934-60.4% | $147,005-56.9% | $145,959-56.6% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 15.32% | 98.24%-82.9pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,027 | $5,287-80.6% | $4,934-79.2% | $4,661-78.0% |
| Participant deferral / active EE | $3,104 | $8,427-63.2% | $8,070-61.5% | $6,689-53.6% |
| Admin fee / account holder | $929 | $15,053-93.8% | $13,006-92.9% | $13,398-93.1% |