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 | $63,322 | $154,209-58.9% | $130,062-51.3% | $139,487-54.6% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.5%-10.3pp | 80.3%-12.2pp |
| Annual return | 10.95% | 32.52%-21.6pp | -137.37%+148.3pp | 373.84%-362.9pp |
| Employer contribution / active EE | $4,545 | $5,292-14.1% | $4,322+5.2% | $4,755-4.4% |
| Participant deferral / active EE | $2,329 | $6,709-65.3% | $5,821-60.0% | $6,713-65.3% |
| Admin fee / account holder | $13,208 | $13,988-5.6% | $10,601+24.6% | $11,407+15.8% |