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 | $90,967 | $183,539-50.4% | $155,556-41.5% | $145,897-37.7% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 14.77% | 61.31%-46.5pp | 64.84%-50.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,601 | $5,315-69.9% | $4,675-65.8% | $4,663-65.7% |
| Participant deferral / active EE | $2,765 | $6,467-57.2% | $5,631-50.9% | $6,689-58.7% |
| Admin fee / account holder | $1,309 | $19,275-93.2% | $15,885-91.8% | $13,390-90.2% |