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 | $58,280 | $72,071-19.1% | $68,368-14.8% | $137,256-57.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.77% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,308 | $2,788-53.1% | $2,649-50.6% | $4,156-68.5% |
| Participant deferral / active EE | $4,045 | $4,410-8.3% | $4,123-1.9% | $6,407-36.9% |
| Admin fee / account holder | $9,573 | $5,336+79.4% | $5,150+85.9% | $12,270-22.0% |