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 | $31,501 | $111,535-71.8% | $105,223-70.1% | $137,256-77.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 12.33% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,973 | $3,939-49.9% | $3,689-46.5% | $4,156-52.5% |
| Participant deferral / active EE | $4,620 | $5,500-16.0% | $5,072-8.9% | $6,407-27.9% |
| Admin fee / account holder | $6,347 | $9,721-34.7% | $8,859-28.4% | $12,270-48.3% |