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 | $108,474 | $157,304-31.0% | $141,197-23.2% | $152,909-29.1% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 28.24% | 64.34%-36.1pp | 71.41%-43.2pp | 345.46%-317.2pp |
| Employer contribution / active EE | $4,122 | $5,263-21.7% | $4,736-13.0% | $4,764-13.5% |
| Participant deferral / active EE | $4,767 | $7,111-33.0% | $6,710-29.0% | $5,851-18.5% |
| Admin fee / account holder | $609 | $12,126-95.0% | $10,265-94.1% | $11,601-94.8% |