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 | $58,574 | $67,823-13.6% | $52,425+11.7% | $137,256-57.3% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 20.94% | 219.11%-198.2pp | 302.12%-281.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,464 | $1,163+25.8% | $914+60.1% | $4,156-64.8% |
| Participant deferral / active EE | $10,180 | $2,288+344.9% | $1,790+468.6% | $6,407+58.9% |
| Admin fee / account holder | $337 | $2,844-88.2% | $2,495-86.5% | $12,270-97.3% |