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 | $69,079 | $99,652-30.7% | $78,778-12.3% | $147,586-53.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 22.31% | 47.28%-25.0pp | 35.62%-13.3pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,692 | $2,796-39.5% | $1,986-14.8% | $4,876-65.3% |
| Participant deferral / active EE | $4,157 | $3,664+13.5% | $2,958+40.5% | $5,439-23.6% |
| Admin fee / account holder | $381 | $7,155-94.7% | $5,134-92.6% | $10,886-96.5% |