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 | $56,279 | $165,584-66.0% | $142,942-60.6% | $137,256-59.0% |
| Participation rate | 61.5% | 80.1%-18.5pp | 76.8%-15.3pp | 80.0%-18.4pp |
| Annual return | 16.21% | 164.22%-148.0pp | 113.70%-97.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,554 | $4,725-67.1% | $4,139-62.5% | $4,156-62.6% |
| Participant deferral / active EE | $4,649 | $8,194-43.3% | $7,128-34.8% | $6,407-27.4% |
| Admin fee / account holder | $10,101 | $16,167-37.5% | $12,475-19.0% | $12,270-17.7% |