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 | $84,043 | $107,941-22.1% | $91,994-8.6% | $152,909-45.0% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 22.62% | 89.28%-66.7pp | 69.04%-46.4pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,410 | $4,212-42.8% | $3,453-30.2% | $4,764-49.4% |
| Participant deferral / active EE | $4,620 | $6,366-27.4% | $5,924-22.0% | $5,851-21.0% |
| Admin fee / account holder | $1,907 | $10,521-81.9% | $7,744-75.4% | $11,601-83.6% |