Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,273 | $183,516-67.7% | $155,534-61.9% | $145,884-59.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.11% | 61.43%-52.3pp | 64.92%-55.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,975 | $5,315-62.8% | $4,675-57.8% | $4,662-57.6% |
| Participant deferral / active EE | $3,260 | $6,467-49.6% | $5,630-42.1% | $6,690-51.3% |
| Admin fee / account holder | $15,761 | $19,293-18.3% | $15,900-0.9% | $13,392+17.7% |