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 | $65,840 | $159,978-58.8% | $147,041-55.2% | $145,978-54.9% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 19.01% | 98.36%-79.4pp | 419.21%-400.2pp | 550.52%-531.5pp |
| Employer contribution / active EE | $2,550 | $5,288-51.8% | $4,935-48.3% | $4,662-45.3% |
| Participant deferral / active EE | $5,948 | $8,429-29.4% | $8,071-26.3% | $6,690-11.1% |
| Admin fee / account holder | $2,473 | $15,053-83.6% | $13,006-81.0% | $13,400-81.5% |