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 | $62,099 | $81,763-24.0% | $58,561+6.0% | $139,466-55.5% |
| Participation rate | 47.4% | 61.3%-14.0pp | 50.9%-3.5pp | 80.3%-33.0pp |
| Annual return | 19.35% | 7427.77%-7408.4pp | 4251.33%-4232.0pp | 373.66%-354.3pp |
| Employer contribution / active EE | $843 | $1,398-39.7% | $1,053-20.0% | $4,754-82.3% |
| Participant deferral / active EE | $3,124 | $2,555+22.3% | $1,923+62.5% | $6,712-53.4% |
| Admin fee / account holder | $1,901 | $3,273-41.9% | $2,520-24.6% | $11,409-83.3% |