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 | $79,233 | $201,372-60.7% | $184,260-57.0% | $145,884-45.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 10.78% | 29.04%-18.3pp | 28.84%-18.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,963 | $7,024-43.6% | $6,427-38.3% | $4,662-15.0% |
| Participant deferral / active EE | $4,354 | $9,808-55.6% | $9,133-52.3% | $6,690-34.9% |
| Admin fee / account holder | $1,281 | $16,362-92.2% | $13,898-90.8% | $13,392-90.4% |