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 | $55,602 | $99,053-43.9% | $88,179-36.9% | $138,895-60.0% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.1%-12.0pp | 79.9%-22.8pp |
| Annual return | 18.07% | 78.17%-60.1pp | 64.97%-46.9pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,222 | $2,882-57.6% | $2,549-52.0% | $4,194-70.9% |
| Participant deferral / active EE | $2,191 | $5,225-58.1% | $4,614-52.5% | $6,396-65.7% |
| Admin fee / account holder | $305 | $8,748-96.5% | $7,673-96.0% | $12,562-97.6% |