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 | $72,060 | $129,737-44.5% | $119,126-39.5% | $154,746-53.4% |
| Participation rate | 61.9% | 78.9%-16.9pp | 75.8%-13.9pp | 80.7%-18.8pp |
| Annual return | 14.83% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,477 | $4,375-43.4% | $4,034-38.6% | $4,379-43.4% |
| Participant deferral / active EE | $4,217 | $5,842-27.8% | $5,318-20.7% | $6,730-37.3% |
| Admin fee / account holder | $5,253 | $11,961-56.1% | $10,693-50.9% | $14,365-63.4% |