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 | $28,821 | $183,592-84.3% | $155,574-81.5% | $145,877-80.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.13% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,859 | $5,317-65.0% | $4,676-60.2% | $4,663-60.1% |
| Participant deferral / active EE | $3,136 | $6,466-51.5% | $5,629-44.3% | $6,691-53.1% |
| Admin fee / account holder | $845 | $19,316-95.6% | $15,914-94.7% | $13,402-93.7% |