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 | $81,447 | $56,197+44.9% | $67,652+20.4% | $59,633+36.6% |
| Participation rate | 61.1% | 71.5%-10.4pp | 75.7%-14.6pp | 68.7%-7.6pp |
| Annual return | 2.47% | 18508.10%-18505.6pp | 6625.40%-6622.9pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,391 | $1,615-13.9% | $2,266-38.6% | $2,203-36.9% |
| Participant deferral / active EE | $2,111 | $2,844-25.8% | $3,560-40.7% | $3,192-33.9% |
| Admin fee / account holder | $2,301 | $3,958-41.9% | $4,821-52.3% | $4,297-46.5% |