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 | $90,516 | $208,088-56.5% | $186,193-51.4% | $154,746-41.5% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 17.02% | 89.97%-73.0pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,777 | $4,340-59.1% | $3,918-54.7% | $4,379-59.4% |
| Participant deferral / active EE | $2,483 | $7,078-64.9% | $6,513-61.9% | $6,730-63.1% |
| Admin fee / account holder | $2,930 | $11,698-75.0% | $11,058-73.5% | $14,365-79.6% |