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 | $84,731 | $116,203-27.1% | $93,621-9.5% | $152,909-44.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 21.40% | 35.96%-14.6pp | 32.76%-11.4pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,372 | $3,219-57.4% | $2,719-49.5% | $4,764-71.2% |
| Participant deferral / active EE | $4,196 | $4,605-8.9% | $4,070+3.1% | $5,851-28.3% |
| Admin fee / account holder | $1,764 | $10,751-83.6% | $7,890-77.6% | $11,601-84.8% |