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 | $61,789 | $183,592-66.3% | $155,574-60.3% | $145,877-57.6% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 11.65% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,628 | $5,317-69.4% | $4,676-65.2% | $4,663-65.1% |
| Participant deferral / active EE | $2,847 | $6,466-56.0% | $5,629-49.4% | $6,691-57.5% |
| Admin fee / account holder | $8,091 | $19,316-58.1% | $15,914-49.2% | $13,402-39.6% |