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 | $68,160 | $148,582-54.1% | $135,942-49.9% | $139,456-51.1% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 13.43% | 79.26%-65.8pp | 68.28%-54.9pp | 373.45%-360.0pp |
| Employer contribution / active EE | $1,838 | $5,245-64.9% | $4,858-62.2% | $4,753-61.3% |
| Participant deferral / active EE | $5,012 | $8,101-38.1% | $7,759-35.4% | $6,711-25.3% |
| Admin fee / account holder | $1,167 | $12,402-90.6% | $10,764-89.2% | $11,407-89.8% |