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 | $41,340 | $152,619-72.9% | $125,195-67.0% | $152,909-73.0% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 24.78% | 54.85%-30.1pp | 43.79%-19.0pp | 345.46%-320.7pp |
| Employer contribution / active EE | $3,097 | $4,947-37.4% | $3,866-19.9% | $4,764-35.0% |
| Participant deferral / active EE | $3,091 | $5,869-47.3% | $4,937-37.4% | $5,851-47.2% |
| Admin fee / account holder | $1,055 | $13,437-92.2% | $9,704-89.1% | $11,601-90.9% |