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 | $48,405 | $197,637-75.5% | $177,848-72.8% | $158,982-69.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 11.15% | 58.77%-47.6pp | 48.33%-37.2pp | 302.99%-291.8pp |
| Employer contribution / active EE | $2,151 | $6,698-67.9% | $5,919-63.7% | $4,763-54.8% |
| Participant deferral / active EE | $3,787 | $8,405-54.9% | $7,714-50.9% | $5,983-36.7% |
| Admin fee / account holder | $11,732 | $15,406-23.9% | $12,431-5.6% | $11,252+4.3% |