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 | $85,663 | $105,198-18.6% | $159,455-46.3% | $85,856-0.2% |
| Participation rate | 56.5% | 75.8%-19.3pp | 82.8%-26.4pp | 69.3%-12.9pp |
| Annual return | 12.92% | 45.08%-32.2pp | 263.63%-250.7pp | 318.58%-305.7pp |
| Employer contribution / active EE | $985 | $3,319-70.3% | $4,830-79.6% | $2,565-61.6% |
| Participant deferral / active EE | $3,518 | $5,946-40.8% | $7,353-52.2% | $3,952-11.0% |
| Admin fee / account holder | $2,999 | $6,934-56.7% | $10,800-72.2% | $6,261-52.1% |