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 | $42,505 | $157,276-73.0% | $141,177-69.9% | $152,885-72.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.5%-23.4pp |
| Annual return | 27.92% | 64.33%-36.4pp | 71.40%-43.5pp | 345.39%-317.5pp |
| Employer contribution / active EE | $3,248 | $5,262-38.3% | $4,736-31.4% | $4,763-31.8% |
| Participant deferral / active EE | $3,742 | $7,110-47.4% | $6,710-44.2% | $5,851-36.0% |
| Admin fee / account holder | $3,592 | $12,123-70.4% | $10,263-65.0% | $11,598-69.0% |