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 | $42,887 | $209,425-79.5% | $178,499-76.0% | $158,966-73.0% |
| Participation rate | 69.6% | 86.4%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | 18.70% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,291 | $5,707-77.4% | $5,011-74.2% | $4,762-72.9% |
| Participant deferral / active EE | $2,723 | $5,955-54.3% | $5,202-47.6% | $5,983-54.5% |
| Admin fee / account holder | $366 | $17,078-97.9% | $13,986-97.4% | $11,250-96.8% |