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 | $88,215 | $152,612-42.2% | $125,192-29.5% | $152,897-42.3% |
| Participation rate | 65.0% | 83.3%-18.3pp | 79.8%-14.8pp | 82.5%-17.5pp |
| Annual return | 22.67% | 54.85%-32.2pp | 43.79%-21.1pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,280 | $4,947-74.1% | $3,866-66.9% | $4,764-73.1% |
| Participant deferral / active EE | $3,858 | $5,868-34.3% | $4,937-21.9% | $5,851-34.1% |
| Admin fee / account holder | $15,777 | $13,437+17.4% | $9,704+62.6% | $11,599+36.0% |