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 | $58,937 | $165,381-64.4% | $149,730-60.6% | $158,966-62.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 20.98% | 348.29%-327.3pp | 276.70%-255.7pp | 302.95%-282.0pp |
| Employer contribution / active EE | $3,156 | $5,104-38.2% | $4,645-32.0% | $4,762-33.7% |
| Participant deferral / active EE | $5,811 | $7,182-19.1% | $6,843-15.1% | $5,983-2.9% |
| Admin fee / account holder | $7,853 | $10,809-27.3% | $9,310-15.7% | $11,250-30.2% |