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 | $63,731 | $98,766-35.5% | $149,730-57.4% | $79,852-20.2% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 17.89% | 27.43%-9.5pp | 276.70%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $2,764 | $3,217-14.1% | $4,645-40.5% | $2,471+11.8% |
| Participant deferral / active EE | $6,356 | $5,681+11.9% | $6,843-7.1% | $3,740+69.9% |
| Admin fee / account holder | $2,219 | $6,052-63.3% | $9,310-76.2% | $5,306-58.2% |