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 | $58,248 | $102,422-43.1% | $147,117-60.4% | $80,959-28.1% |
| Participation rate | 62.8% | 75.9%-13.1pp | 82.2%-19.4pp | 67.7%-4.9pp |
| Annual return | 18.40% | 135.16%-116.8pp | 420.54%-402.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $2,980 | $3,717-19.8% | $4,932-39.6% | $2,757+8.1% |
| Participant deferral / active EE | $6,810 | $6,652+2.4% | $8,065-15.6% | $4,300+58.4% |
| Admin fee / account holder | $632 | $7,953-92.1% | $12,993-95.1% | $6,925-90.9% |