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 | $58,483 | $58,258+0.4% | $81,820-28.5% | $80,925-27.7% |
| Participation rate | 60.4% | 63.5%-3.0pp | 72.4%-12.0pp | 67.7%-7.2pp |
| Annual return | 13.09% | 41.76%-28.7pp | 777.93%-764.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,650 | $2,345-29.7% | $2,915-43.4% | $2,756-40.2% |
| Participant deferral / active EE | $4,322 | $3,284+31.6% | $4,3230% | $4,299+0.5% |
| Admin fee / account holder | $7,602 | $4,976+52.8% | $7,391+2.9% | $6,940+9.5% |