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 | $77,466 | $176,402-56.1% | $134,162-42.3% | $158,966-51.3% |
| Participation rate | 41.2% | 78.7%-37.5pp | 72.2%-31.0pp | 82.0%-40.8pp |
| Annual return | 14.61% | 63.66%-49.0pp | 36.35%-21.7pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,431 | $5,042-71.6% | $3,705-61.4% | $4,762-69.9% |
| Participant deferral / active EE | $3,650 | $4,093-10.8% | $3,500+4.3% | $5,983-39.0% |
| Admin fee / account holder | $5,158 | $8,719-40.8% | $6,685-22.9% | $11,250-54.2% |