Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $69,700 | $154,754-55.0% | $124,206-43.9% | $138,895-49.8% |
| Participation rate | 21.4% | 75.5%-54.0pp | 69.6%-48.2pp | 79.9%-58.5pp |
| Annual return | 15.37% | 709.28%-693.9pp | 515.27%-499.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $980 | $4,446-78.0% | $3,540-72.3% | $4,194-76.6% |
| Participant deferral / active EE | $1,657 | $4,621-64.1% | $3,968-58.2% | $6,396-74.1% |
| Admin fee / account holder | $6,338 | $6,690-5.3% | $5,929+6.9% | $12,562-49.5% |