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 | $57,242 | $228,352-74.9% | $185,835-69.2% | $158,966-64.0% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 43.61% | 40.81%+2.8pp | 35.96%+7.6pp | 302.95%-259.3pp |
| Employer contribution / active EE | $4,694 | $4,967-5.5% | $4,087+14.8% | $4,762-1.4% |
| Participant deferral / active EE | $7,679 | $6,416+19.7% | $5,633+36.3% | $5,983+28.3% |
| Admin fee / account holder | $1,277 | $11,867-89.2% | $9,502-86.6% | $11,250-88.6% |