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 | $58,575 | $107,368-45.4% | $92,915-37.0% | $152,909-61.7% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 20.32% | 145.64%-125.3pp | 109.45%-89.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,544 | $4,222-63.4% | $3,653-57.7% | $4,764-67.6% |
| Participant deferral / active EE | $1,942 | $4,848-59.9% | $4,238-54.2% | $5,851-66.8% |
| Admin fee / account holder | $1,575 | $7,082-77.8% | $5,796-72.8% | $11,601-86.4% |