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 | $82,627 | $225,673-63.4% | $203,872-59.5% | $155,188-46.8% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 17.66% | 95.91%-78.3pp | 85.11%-67.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,329 | $4,099-67.6% | $3,757-64.6% | $4,248-68.7% |
| Participant deferral / active EE | $2,561 | $6,893-62.8% | $6,388-59.9% | $6,531-60.8% |
| Admin fee / account holder | $715 | $12,327-94.2% | $11,730-93.9% | $14,480-95.1% |