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 | $36,008 | $209,428-82.8% | $178,498-79.8% | $158,950-77.3% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 9.72% | 188.78%-179.1pp | 151.09%-141.4pp | 302.91%-293.2pp |
| Employer contribution / active EE | $1,439 | $5,707-74.8% | $5,011-71.3% | $4,762-69.8% |
| Participant deferral / active EE | $2,227 | $5,955-62.6% | $5,202-57.2% | $5,983-62.8% |
| Admin fee / account holder | $1,604 | $17,077-90.6% | $13,985-88.5% | $11,248-85.7% |