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 | $60,133 | $117,859-49.0% | $102,438-41.3% | $145,959-58.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.43% | 31.72%-18.3pp | 29.37%-15.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,804 | $3,615-22.4% | $3,024-7.3% | $4,661-39.8% |
| Participant deferral / active EE | $4,369 | $5,732-23.8% | $5,054-13.5% | $6,689-34.7% |
| Admin fee / account holder | $4,946 | $13,318-62.9% | $9,448-47.7% | $13,398-63.1% |