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 | $84,466 | $157,304-46.3% | $141,197-40.2% | $152,909-44.8% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.5%-35.8pp |
| Annual return | 23.96% | 64.34%-40.4pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,852 | $5,263-64.8% | $4,736-60.9% | $4,764-61.1% |
| Participant deferral / active EE | $5,488 | $7,111-22.8% | $6,710-18.2% | $5,851-6.2% |
| Admin fee / account holder | $1,673 | $12,126-86.2% | $10,265-83.7% | $11,601-85.6% |