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 | $70,677 | $115,814-39.0% | $101,275-30.2% | $158,982-55.5% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 17.33% | 56.16%-38.8pp | 46.48%-29.1pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,469 | $4,176-64.8% | $3,660-59.9% | $4,763-69.2% |
| Participant deferral / active EE | $3,658 | $4,958-26.2% | $4,371-16.3% | $5,983-38.9% |
| Admin fee / account holder | $1,042 | $7,249-85.6% | $5,948-82.5% | $11,252-90.7% |