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 | $81,190 | $148,582-45.4% | $135,942-40.3% | $139,456-41.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 14.54% | 79.26%-64.7pp | 68.28%-53.7pp | 373.45%-358.9pp |
| Employer contribution / active EE | $2,404 | $5,245-54.2% | $4,858-50.5% | $4,753-49.4% |
| Participant deferral / active EE | $3,778 | $8,101-53.4% | $7,759-51.3% | $6,711-43.7% |
| Admin fee / account holder | $550 | $12,402-95.6% | $10,764-94.9% | $11,407-95.2% |