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 | $60,354 | $157,296-61.6% | $141,191-57.3% | $152,897-60.5% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 21.23% | 64.34%-43.1pp | 71.41%-50.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $3,893 | $5,262-26.0% | $4,736-17.8% | $4,764-18.3% |
| Participant deferral / active EE | $9,101 | $7,111+28.0% | $6,710+35.6% | $5,851+55.6% |
| Admin fee / account holder | $6,059 | $12,125-50.0% | $10,264-41.0% | $11,599-47.8% |