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 | $30,600 | $157,296-80.5% | $141,191-78.3% | $152,897-80.0% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.5%-21.3pp |
| Annual return | 17.33% | 64.34%-47.0pp | 71.41%-54.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $2,438 | $5,262-53.7% | $4,736-48.5% | $4,764-48.8% |
| Participant deferral / active EE | $5,112 | $7,111-28.1% | $6,710-23.8% | $5,851-12.6% |
| Admin fee / account holder | $11,941 | $12,125-1.5% | $10,264+16.3% | $11,599+2.9% |