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 | $56,389 | $106,918-47.3% | $84,021-32.9% | $152,897-63.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 21.61% | 105.01%-83.4pp | 71.32%-49.7pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,218 | $2,735-55.5% | $1,984-38.6% | $4,764-74.4% |
| Participant deferral / active EE | $3,015 | $4,012-24.9% | $3,239-6.9% | $5,851-48.5% |
| Admin fee / account holder | $3,825 | $8,288-53.8% | $6,102-37.3% | $11,599-67.0% |