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 | $62,836 | $95,383-34.1% | $185,837-66.2% | $85,856-26.8% |
| Participation rate | 58.6% | 68.8%-10.1pp | 81.7%-23.1pp | 69.3%-10.7pp |
| Annual return | 19.52% | 23.59%-4.1pp | 122.08%-102.6pp | 318.58%-299.1pp |
| Employer contribution / active EE | $1,064 | $3,313-67.9% | $5,168-79.4% | $2,565-58.5% |
| Participant deferral / active EE | $3,134 | $3,423-8.4% | $5,568-43.7% | $3,952-20.7% |
| Admin fee / account holder | $5,150 | $7,213-28.6% | $16,241-68.3% | $6,261-17.7% |