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 | $44,115 | $148,623-70.3% | $135,974-67.6% | $139,466-68.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.54% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $3,327 | $5,246-36.6% | $4,859-31.5% | $4,754-30.0% |
| Participant deferral / active EE | $6,065 | $8,103-25.1% | $7,760-21.8% | $6,712-9.6% |
| Admin fee / account holder | $1,064 | $12,406-91.4% | $10,767-90.1% | $11,409-90.7% |