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 | $72,561 | $157,304-53.9% | $141,197-48.6% | $152,909-52.5% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.7pp | 82.5%-23.6pp |
| Annual return | 15.95% | 64.34%-48.4pp | 71.41%-55.5pp | 345.46%-329.5pp |
| Employer contribution / active EE | $2,908 | $5,263-44.7% | $4,736-38.6% | $4,764-39.0% |
| Participant deferral / active EE | $5,893 | $7,111-17.1% | $6,710-12.2% | $5,851+0.7% |
| Admin fee / account holder | $22,504 | $12,126+85.6% | $10,265+119.2% | $11,601+94.0% |