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 | $68,124 | $85,766-20.6% | $136,298-50.0% | $70,126-2.9% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 16.05% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,376 | $2,966-53.6% | $4,696-70.7% | $2,343-41.2% |
| Participant deferral / active EE | $5,228 | $5,051+3.5% | $6,247-16.3% | $3,332+56.9% |
| Admin fee / account holder | $9,284 | $5,421+71.3% | $9,244+0.4% | $4,645+99.8% |