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 | $87,557 | $162,136-46.0% | $152,301-42.5% | $154,746-43.4% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 32.69% | 91.02%-58.3pp | 80.50%-47.8pp | 172.34%-139.6pp |
| Employer contribution / active EE | $2,258 | $4,890-53.8% | $4,624-51.2% | $4,379-48.4% |
| Participant deferral / active EE | $5,847 | $8,341-29.9% | $8,004-26.9% | $6,730-13.1% |
| Admin fee / account holder | $337 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |