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 | $42,122 | $198,457-78.8% | $170,435-75.3% | $147,586-71.5% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 21.99% | 257.30%-235.3pp | 205.94%-184.0pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,813 | $6,183-70.7% | $5,432-66.6% | $4,876-62.8% |
| Participant deferral / active EE | $3,360 | $5,629-40.3% | $4,939-32.0% | $5,439-38.2% |
| Admin fee / account holder | $1,896 | $16,852-88.7% | $13,881-86.3% | $10,886-82.6% |