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 | $61,187 | $225,673-72.9% | $203,872-70.0% | $155,188-60.6% |
| Participation rate | 52.2% | 80.3%-28.1pp | 77.8%-25.6pp | 80.8%-28.6pp |
| Annual return | 13.65% | 95.91%-82.3pp | 85.11%-71.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,455 | $4,099-64.5% | $3,757-61.3% | $4,248-65.8% |
| Participant deferral / active EE | $4,079 | $6,893-40.8% | $6,388-36.1% | $6,531-37.5% |
| Admin fee / account holder | $3,475 | $12,327-71.8% | $11,730-70.4% | $14,480-76.0% |