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 | $65,992 | $111,830-41.0% | $93,696-29.6% | $145,884-54.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 16.29% | 204.08%-187.8pp | 133.74%-117.5pp | 551.85%-535.6pp |
| Employer contribution / active EE | $916 | $3,093-70.4% | $2,422-62.2% | $4,662-80.4% |
| Participant deferral / active EE | $1,559 | $4,920-68.3% | $4,417-64.7% | $6,690-76.7% |
| Admin fee / account holder | $1,447 | $10,249-85.9% | $8,287-82.5% | $13,392-89.2% |